The week in receipts

AI agents attempting OSWorld's real-world computer tasks across Ubuntu, Windows and macOS — file operations, multi-app workflows — historically topped out at just 1% to 12% success. Stanford's 2026 AI Index reports the best model, Claude Opus 4.5, now reaches 66.3% accuracy, within 6 percentage points of the 72.35% human baseline 66.3% accuracy on OSWorld's real-computer-task benchmark

Amphenol's Communications Solutions segment, whose interconnects and cabling carry AI-related IT datacom traffic, reported net sales of $5.38 billion in the quarter ended 30 June 2026, up 85% year-over-year $5.38 billion

Broadcom's entire 2025 financial year produced $20 billion of AI revenue. In the single quarter to 3 May 2026, its AI semiconductor revenue — custom accelerators and AI networking — reached $10.8 billion in one quarter, up 143% year on year

AppLovin's revenue grew 53% year-over-year to $1.924 billion in the second quarter of 2026, powered by its AI-driven Axon ad-matching engine, with net income up 55% to $1.267 billion AppLovin revenue: $1.92 billion in Q2 2026, up 53% year-over-year

Alibaba is racing to keep pace with AI demand on its cloud platform. Capital expenditure in the quarter ended 30 June 2026 reached RMB67.68 billion ($9.98 billion), up 75% year-on-year from RMB38.68 billion

Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue