This edition's sourced facts, the last close and the stock of the day — exactly as they were mailed.
Today's facts
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The U.S. Census Bureau's March 2026 Household Trends and Outlook Pulse Survey found that about 56% of U.S. workers said they had used AI on the job for at least one of 11 listed tasks, with most reporting the tool saved them time 56% of U.S. workers have used AI on the job
The U.S. Energy Information Administration estimates that servers alone accounted for about 7% of U.S. commercial sector electricity consumption in 2025, a share it projects could grow to between 22% and 33% by 2050 as data-center and AI computing demand expands Servers used 7% of U.S. commercial electricity in 2025
Epoch AI's decomposition of 63 frontier AI models built since 2018 finds the computing power used to train them has grown at a median multiplicative rate of 4.17x per year, split roughly evenly across more hardware, longer training runs, and faster chips AI training compute grows 4.17x per year
Synopsys, whose EDA software chipmakers use to design AI accelerators, reported total revenue of $2.477 billion for its third fiscal quarter of 2026 (ended July 31, 2026), up 42% from $1.740 billion a year earlier, as AI-driven demand for its design tools and IP accelerated $2.477 billion in Synopsys Q3 FY2026 revenue
TrendForce raised its 2026 global AI server shipment forecast to nearly 31% year-over-year growth, up from its earlier estimate of 28%, citing stronger-than-expected demand from cloud service providers and sovereign AI projects AI server shipments to grow nearly 31% in 2026
TrendForce estimates that HBM wafer input among the top three memory suppliers will rise to about 22% of total DRAM wafer input by the end of 2026, up from roughly 18% at the end of 2025, as AI accelerators demand ever more high-bandwidth memory HBM to reach 22% of DRAM wafer input by end-2026