The Daily Receipts

A new arXiv benchmark of long software engineering tasks, each a chain of dependent steps on a single codebase, found that across nine frontier models the strongest reached a solve rate of only 18.5%, and 38 of its 69 tasks were solved by no model

Constellation Energy said its 20-year power purchase agreement with Google will fund uprates across 11 of its nuclear units in Illinois, Pennsylvania and New Jersey, adding approximately 890 MW of incremental generation capacity to the PJM grid, backed by more than $4.3 billion of investment

Digital Realty, the data-centre landlord that leases capacity to cloud and AI customers, said it signed record total bookings in the third quarter of 2026 expected to generate $855 million of annualized GAAP base rent at 100% share

Meta Platforms, which is sharply increasing its AI infrastructure investment, reported in its third-quarter 2026 10-Q that its headcount as of 30 September 2026 was 66,775, a decrease of 15% year over year

TrendForce, citing Focus Taiwan, reports MediaTek began shipping its first AI accelerator ASIC in September 2026 and is targeting about $16 billion of AI ASIC revenue and a 20% market share in 2027

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%