The Daily Receipts

Amazon Web Services, the cloud unit that rents out computing power for AI, grew segment sales 39% year-over-year to $46.0 billion in the third quarter of 2026

In the quarter ended 30 September 2026, Microsoft Cloud revenue was $63.9 billion, up 30%, commercial remaining performance obligation increased 73% to $677 billion, and Azure revenue increased 48%

NBER researchers testing 13 proprietary and open-weight LLMs on HouseholdBench, which unites 6 US household surveys and 32 prediction tasks, found the best model lowered error for numeric outcomes by 12.2%, and that a billion parameter open-weight model matched proprietary models after fine-tuning and aggregating 16 predictions per observation A fine-tuned 4 billion parameter open model matched proprietary LLMs at predicting household outcomes

An NBER working paper finds that capital supply governs the size of the automation growth boom: the same technology path that generates 11.7% annual growth when households save optimally delivers only 2.2% when the saving rate is fixed at the calibrated US 2025 level of 23%

TrendForce projects global AI networking and interconnect market revenue will climb from US$37.9 billion in 2024 to US $279.8 billion in 2027

TrendForce expects NOR Flash supply and demand to remain imbalanced in the second half of 2026 as AI-related products absorb a substantial share of production capacity, with prices for high-capacity products poised for 90–110% increases