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THE DAILY RECEIPTS

The Daily Receipts

Edition of 20 October 2026

Below is the edition as it went out by email, followed by the receipts behind it, each linked to its source.

As sent by email

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The receipts in this edition

LabourPrimary

BLS's brand-new 2025-2035 employment projections put data scientists among the ten fastest-growing detailed occupations in the US, with employment projected to rise 34.6%, adding about 95,400 jobs

SourceU.S. BLS·2025–35 projections
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AdoptionPrimary

Every two weeks the US Census Bureau asks businesses whether they expect to use AI in any function over the next six months. In the survey collected through 4 October 2026, that expected-use share reached 27.7% of US businesses

SourceU.S. Census Bureau (BTOS)·as of 4 Oct 2026
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ComputeEstimate

Epoch AI's October 2026 scan of large AI data centers now covers 94 sites whose IT power totals 14.1 GW; after cooling and other overhead, the real-world facility power footprint of those sites reaches 18.3 GW — more than New York City's 11 GW peak demand

SourceEpoch AI·as of Oct 2026
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MarketsPrimary

ServiceNow, whose AI Platform sells workflow software into enterprises, closed the quarter ended 30 June 2026 with remaining performance obligations — contracted revenue not yet recognized — of $29.0 billion, up 21% year-over-year

SourceServiceNow·Q2 2026
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HardwareEstimate

AI data centres are pushing copper interconnects past their limits in scale-up networks, and TrendForce projects VCSEL sales for near-packaged optics -- with Lumentum, Coherent, Broadcom and other suppliers racing to launch products -- will grow at a 38% compound annual rate from 2025 to 2031, reaching 650 million units by 2031

SourceTrendForce·Oct 2026
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The last close

Mixed — 53 of 72 AI names higher, 19 lower — session 2026-10-19

Stock of the day

APLD Applied Digital, +8.7% today, at 19.63
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