THE DAILY RECEIPTS
Edition of 30 October 2026
Below is the edition as it went out by email, followed by the receipts behind it, each linked to its source.
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American Electric Power, one of the largest US utilities, which counts hyperscalers and manufacturers among its new large customers, signed fresh load commitments in the third quarter of 2026 and now expects its contracted extra load to reach 84 GW by 2031 AEP signed 15 GW of new load commitments in a single quarter
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Epoch AI's model tracker shows OpenAI's GPT- Sol, released on 29 September 2026 at $10 per million output tokens, reaching a best score of on FrontierMath Tier 4 (v2), Epoch's set of exceptionally difficult research-level maths problems OpenAI's GPT-6.1 Sol scored 100% on FrontierMath's hardest research-maths tier
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Microsoft's most recently reported quarterly cash spending on property and equipment reached $39.37 billion
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Meta, one of the biggest buyers of AI data-centre capacity, paid $34.91 billion for property, equipment and finance leases in the third quarter of 2026, more than its operating cash flow, so Meta's free cash flow was negative $2.12 billion in Q3 2026, even as revenue rose 26% to $64.60 billion
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BLS's new 2025-2035 employment projections single out office and administrative support as the hardest-hit major occupational group, crediting the continued integration of automation tools including AI: the agency projects employment there falling 4.0%, the fastest decline of any group, a loss of 752,100 jobs by 2035
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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
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THE RECEIPTS LEDGER
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