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THE DAILY RECEIPTS

The Daily Receipts

Edition of 2 October 2026

This edition's sourced facts, the last close and the stock of the day — exactly as they were mailed.

Today's facts

AdoptionPrimary

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

SourceU.S. Census Bureau·Mar 2026 survey, pub. Aug 2026
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EnergyPrimary

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

SourceU.S. EIA·2025 est., pub. May 2026
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ComputePrimary

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

SourceEpoch AI·updated Nov 2025
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MarketsPrimary

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

SourceSynopsys (SEC 8-K)·Q3 FY2026
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HardwareEstimate

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

SourceTrendForce·Aug 2026 forecast
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Supply chainEstimate

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

SourceTrendForce·Jun 2026 forecast
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The last close

Broad advance — 54 of 72 AI names higher — session 2026-10-01

Stock of the day

SNPS Synopsys, +13.5% today, at 493.73