The Daily Receipts

AMD made its 6th Gen EPYC 'Venice' server CPUs generally available on 10 November 2026, pitching them at agentic AI workloads, and its top EPYC 9996 chip packs 256 cores at 600W default CPU power

CoreWeave, the AI cloud that rents out GPU capacity, reported revenue for the quarter ended 30 September 2026 of $3,661 million, up from $1,365 million a year earlier, with a net loss of $709 million

Official job-task lists lag behind how AI is changing work. NBER researchers including Erik Brynjolfsson built TaskNet from interviews with 132 workers in six occupations, and it covers 89% of tasks named by a separate test group of workers, versus 79% for the O*NET database

Robust AI demand has memory makers tentatively planning to cut PC DRAM supply in 2027, and even after notebook shipments fell 15.8% QoQ in 3Q26, TrendForce forecasts PC DRAM contract prices will rise 13–18% quarter over quarter in 4Q26

US states have flipped from courting data centres to restraining them: TrendForce says more data-centre bills were introduced in the first four months of 2026 than in all of 2024 and 2025 combined, including 33 bills to restrict or repeal data-centre tax breaks or impose new taxes, more than in all of 2025

Alphabet said in its third-quarter 2026 results that its first-party model APIs are now processing nearly 32 billion tokens