The Daily Receipts

McKinsey's State of AI survey, cited in Stanford's 2026 AI Index, asked organizations where AI had produced the clearest revenue gains in 2025. The function named most often was marketing and sales, cited by 67% of respondents, ahead of strategy and corporate finance at 65%

CoreWeave rents out AI computing capacity, and the gap between the power it has signed up and the power it has actually energised shows how much more is still coming online. Active power reached 1.5 gigawatts at the end of the second quarter of 2026, while total contracted power reached approximately 3.7 gigawatts

EIA's October 2026 Short-Term Energy Outlook forecasts commercial-sector electricity demand -- the category that includes data centres -- climbing steadily through 2027, growing year-over-year by 2.8%, even as industrial demand grows 2.7% and residential demand holds flat

Equinix operates the world's largest colocation and interconnection footprint, and AI, cloud and networking workloads are pushing more enterprises to physically cross-connect inside its data centres. In the quarter to 30 June 2026 it added a record 9,700 net interconnections, as revenue grew 16.4% to $2.625 billion

HBM4, the next generation of high-bandwidth memory feeding Nvidia's upcoming GPUs, costs far more to make than the HBM3e it replaces. Fubon Research estimated in a report TrendForce cited in August 2026 that HBM4 for Nvidia GPUs costs $31 to $32 per gigabyte, nearly double HBM3e's $17 to $18

AI inference and large-scale data-centre deployments are keeping NAND flash demand elevated even as consumer buyers balk at record-high prices. TrendForce's July 2026 outlook forecast NAND flash contract prices rising quarter-over-quarter in the third quarter of 2026 by 10% to 15%