AdoptionPrimary
The share of active ChatGPT users messaging it on 21 or more days a month rose from 2.6% in December 2023 to 10.5% in December 2025, per Epoch AI's analysis of YouGov panel data on real usage histories
See the receipt →THE WEEKLY
The week in receipts
Issue of 31 October 2026
Below is the edition as it went out by email, followed by this week's facts and what changed on the site, each linked to its source.
As sent by email
Download PDFThe receipts in this edition
ComputeEstimate
Epoch AI modeled the total cost of ownership of a typical 1-gigawatt AI data center built by a US hyperscaler around Nvidia's GB200 NVL72 systems, and found the up-front capital expenditure alone comes to $38 billion for one hyperscale AI data center
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Supply chainPrimary
China is 2.7 times as exposed to a semiconductor supply-chain shock as the United States, Epoch AI estimates — every $1,000 of Chinese final demand generates $15.20 in chipmaker revenue, versus $5.70 for the same US spending China 2.7x as exposed as the US
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EnergyPrimary
The EIA counts data centres in the US commercial sector, and in August 2026, while industrial power sales fell 1.5% from a year earlier, US commercial electricity sales rose 5.1% year over year to 150.6 terawatt-hours
See the receipt →EnergyPrimary
EIA's October 2026 Short-Term Energy Outlook forecasts commercial-sector electricity demand -- the category that includes data centres -- climbing steadily through 2027, growing year-over-year by 2.8%, even as industrial demand grows 2.7% and residential demand holds flat
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Browse the archive→Company of the week
Alphabet GOOGL
Hyperscalers · The buyers
Both customer and competitor to the layers below it: hyperscaler-scale capex, plus its own TPU silicon and its own frontier lab.
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Biggest movers
- VRTVertiv Holdings+19.6%
- PWRQuanta Services+13.6%
- LITELumentum+11.2%
- SKHYSK Hynix+8.9%
- SNPSSynopsys+8.7%
- RDDTReddit-36.4%
- NOWServiceNow-33.9%
- INODInnodata-26.2%
- INTCIntel-24.4%
- MRVLMarvell Technology-14.1%
Model leaderboard
Read on 30 October 2026
- Claude Opus 5.5 (Max, Default Fallback)58.4$8.00
- GPT-6 Astra (Max)56.9$20.00
- Grok 4.7 (High)35$3.00
On the channel
WHAT MONEY CAN'T BUY in the AI Boom: Power, Tools and Memory
Every AI answer has to pass three gates in the physical world before a single chip ships: power and cooling, the toolmakers, and memory…
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