The Daily Receipts

A Brookings Papers draft by Columbia's Stijn Van Nieuwerburgh projects that the US AI build-out of 2025 to 2032 will absorb, every year, 3.63% of GDP, versus 2.24% for the railroads of 1870–1890

Memory makers can't keep up with AI accelerator demand for HBM, and TrendForce just revised its 2027 price outlook higher again. It now projects the blended average selling price of HBM chips will rise HBM blended average selling price projected to jump 121% year-over-year in 2027, per TrendForce (29 Sep 2026)

Mathematicians are starting to say out loud that they used AI. Epoch AI analysed every math preprint submitted to arXiv and found the share acknowledging AI use jumped from 4% in April 2026 to 25% in August 2026, with 6% crediting AI with a substantial research contribution

The grid operator covering a swath of the US mid-Atlantic and Midwest has to pay more to guarantee future capacity as AI data centres queue for power. In the auction for the 2028/2029 delivery year, Talen Energy's fleet -- including its nuclear plants -- cleared over 10 gigawatts at $325 per megawatt-day across the MAAC, PPL and RTO zones

Super Micro Computer, the rack-scale integrator that fills AI data-centre halls with GPU servers, saw fiscal fourth-quarter 2026 (ended 30 June 2026) gross margin nearly double to 17.5% as revenue grew from $5.8 billion a year earlier to $11.1 billion

TrendForce keeps raising its AI server shipment forecast as hyperscaler capex resets higher. Citing surging demand for Nvidia's GB/VR rack-scale AI platforms, it lifted its 2026 shipment growth estimate on 3 August 2026 from 28% year-over-year to nearly 31% year-over-year