The Daily Receipts

The hottest US summer on record pushed three grid operators to new peak-load records, and the largest jump came on 22 July 2026 with a Texas grid peak of 91.1 GW, 6.5% above its old record

Co-packaged optics, which put optical links right beside AI chips, are heading for mass production, and TrendForce says aligning the optics now takes about a second or less, but fully testing a single photonic integrated circuit still takes over 100 seconds per chip

AI data centers are draining the world's optical fiber supply: TrendForce expects 2026 demand of 577 million fiber-kilometers to outrun what producers can make, leaving a 180 million fiber-kilometer global shortfall in 2026

TSMC, the foundry that fabricates nearly every leading-edge AI accelerator, spent NT$443.21 billion on capital expenditures in the third quarter of 2026, up 54% from a year earlier, and still generated NT$476.56 billion of free cash flow, 3.4× a year earlier

Near-daily AI use is spreading fast among US adults. Epoch AI's own polling with Ipsos found the share of US adults using AI at least six days a week rose, across two survey waves five months apart, from 8% in March 2026 to 19% in August 2026

KLA Corporation, whose process-control and inspection tools catch defects in AI chips before they ship, reported record fiscal fourth-quarter 2026 revenue, for the quarter ended 30 June 2026, of $3.658 billion, up 15.2% year-over-year from $3.175 billion