THE DAILY RECEIPTS
Edition of 6 November 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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Coherent's Datacenter & Communications segment, which supplies optical transceivers and photonics that link AI accelerators inside data centres, reported revenue for the quarter ended 30 September 2026 of $1.95 billion, up 79% year over year on continued AI datacenter demand
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US private spending on data-centre construction in the first nine months of 2026, not seasonally adjusted, reached $54,208 million, up 49.1% from $36,350 million a year earlier
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In Epoch AI's ChatGPT usage explorer, built from the real message histories of a YouGov panel of US users, the median number of monthly messages per active user, counting prompts and replies, rose from 14 in January 2023 to 36 in December 2025
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Power-equipment maker Eaton, which supplies data-centre and utility customers, said its Electrical Americas segment posted third-quarter 2026 sales of a record $4.2 billion, up 22% organically, at a 29.8% operating margin
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TrendForce estimates that once Marvell completes its merger with Lumentum, the combined company's share of the 2026 semiconductor wired communications market will reach nearly 7%, ranking it behind only NVIDIA and Broadcom
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TrendForce's latest server market report says cloud providers' capital spending has reached historic highs and forecasts global server shipment growth of nearly 20% year on year in both 2026 and 2027
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