The Daily Receipts

Dell Technologies' AI-optimized servers generated $16.4 billion in net revenue in its fiscal second quarter of 2027 (three months ended July 31, 2026), double the $8.2 billion reported a year earlier $16.4 billion in AI-optimized server revenue

Stanford's 2026 AI Index reports that one-third of organizations expect AI to shrink their workforce over the next year, per McKinsey's 2025 survey, rising to 35% among firms with over $1 billion in revenue one-third of organizations expect AI to shrink their workforce

Meta is investing roughly $10 billion in a new AI data center in Sturgeon County, Alberta, paired with a dedicated 932-megawatt natural gas power plant to supply its planned 1-gigawatt capacity a dedicated 932-megawatt gas power plant for Meta's new AI data center

At OpenAI, the 90th-percentile researcher's daily coding-agent API usage rose from $1.95 to $7,047 between early January and mid-August 2026, a compute-spending trend Epoch AI found doubling roughly every 27 days $7,047 a day in coding-agent usage by OpenAI's top researchers

Toshiba is investing ¥60 billion ($380 million) to expand its Philippines HDD plant, aiming to double AI data-center hard-drive production capacity by fiscal 2027 $380 million to double AI data-center HDD capacity

A nationally representative US worker survey linking generative-AI use to detailed occupations and tasks found adoption widespread but shallow: four out of five detailed occupations have some genAI adoption above 20%, and no single task tops 70% adoption, but only 1 in 6 occupations exceed 70% adoption