THE WEEKLY
Issue of 17 October 2026
This week's facts and what changed on the site, each one still linked to its source.
Palantir's CEO called it a 'sovereign AI revolution' quarter: in the three months to 30 June 2026, the company's US commercial revenue, the corporate side of its AI platform business, grew 149% year-over-year and 28% quarter-over-quarter to $764 million in Palantir US commercial revenue
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Sandisk, the NAND flash memory maker spun off from Western Digital, said its Datacenter end-market revenue for the fiscal year ended 3 July 2026 reached $5.153 billion, up 437% from $960 million in fiscal 2025
See the receipt →In July 2025, Nvidia became the first US company in history to reach a $4 trillion market capitalisation
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Oracle's cash capital expenditures jumped from $21.2 billion in fiscal 2025 to $55.7 billion in fiscal 2026, an increase the company attributes directly to the expansion of its data centres $55.7 billion in Oracle FY2026 capex, up from $21.2 billion
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Quanta Services builds the transmission lines, substations and high-voltage switchgear that connect new AI data centres to the grid, and it told investors that rising demand from data centres, electrification and grid modernisation is driving orders. Its total backlog reached a record $53.4 billion, Quanta Services' record grid-construction backlog as of 30 June 2026
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Nvidia NVDA
Accelerators · The engine
Supplies most of the accelerators plus the CUDA software layer that keeps them in place; its data-centre revenue is the largest single line in the chain.
See it→Our deep dive on TSMC, the company that makes most of the world's AI chips, is now open. It is written around TSMC's own third-quarter figures, with a source behind every number.
See it →Each newsletter section now ends with one line on what Insider members get there. The free Daily Receipts also carries a Viral fact of the day: the card we posted that day, with its sources.
See it →The buttons up top are quieter, and a short 'Be early' strip says what early members get. From Sun 1 Nov a Sign in button appears top right, and that strip steps aside at the same moment.
See it →In daylight mode the top strip is now amber with dark text, much easier to read. Old addresses such as /cookies now open the right page, and the cookie bar no longer covers the footer links.
See it →Read on 16 October 2026
Palantir (PLTR): how to read a company that calls everything AI
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