AdoptionPrimary
Microsoft told investors in April 2026 that its AI business had reached an annual run rate of $37 billion
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The week in receipts
Issue of 7 November 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
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EnergyPrimary
Data centres consumed about 4.4% of total US electricity in 2023, and Lawrence Berkeley National Laboratory's data centre energy usage report projects that share climbing to between 6.7% and 12% by 2028, with data-centre power demand more than doubling between 2017 and 2023 largely due to the growth in AI servers
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Meta is investing roughly $10 billion in a new AI data center in Sturgeon County, Alberta, paired with a dedicated 932-megawatt natural gas power plant to supply its planned 1-gigawatt capacity
See the receipt →AdoptionPrimary
MIT researchers tracking corporate AI adoption found that in 2025, 11% of S&P 500 firms had AI deeply integrated into core business processes and a further 10% were using it in the production of goods or services -- both figures have surged since 2022, when deep integration stood at just 5% of S&P 500 firms
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ComputePrimary
IREN, a bitcoin miner turned AI cloud operator, told investors in its quarter ended 31 March 2026 that it now holds executed grid connection agreements across seven data-centre sites in Texas, Oklahoma and British Columbia for a combined 4,510 megawatts of AI data-centre power capacity
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Browse the archive→Company of the week
Eaton ETN
Power & Cooling · The constraint
Switchgear, busway and UPS equipment between the grid connection and the hall.
See it→What changed on the site
Deep Dives sit on the home grid
The Deep Dives index now sits under Exposure on the homepage. Spectators get a tile for this week's free dive; the rest stay Insider.
See it →Peek at the tools, then join free
Logged-out visitors see a readable slice of the screener, leaderboard, earnings calendar and other tools, then a fade into Join free. Clicks on filters and rows take you to that gate.
See it →Watch the platform film on your phone
Phones were hitting YouTube's bot wall on the embed. The platform trailer now plays from our own file, with a link out to the same film on YouTube.
See it →Buy Insider on an on-brand page
Buy and founder-price links now open a checkout page that stays on AllFactsAI. Yearly and monthly both run through an on-brand Paddle frame.
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Biggest movers
- APPAppLovin+39.7%
- BABAAlibaba+8.6%
- AMZNAmazon+6.7%
- TCEHYTencent+6.6%
- MSFTMicrosoft+1.1%
- LITELumentum-44.6%
- INTCIntel-43.2%
- SNDKSandisk-39.4%
- MRVLMarvell Technology-38.8%
- ALABAstera Labs-38.2%
Model leaderboard
Read on 5 November 2026
- Claude Opus 5.5 (Max, Default Fallback)59.1$8.00
- Gemini 4 Carbon (Medium)58.3$8.00
- GPT-6 Astra (Max)56.9$20.00
On the channel
The GPU Is Only 40% of the AI Machine. Here's the Rest
The chip gets the headline. The machine decides whether the chip can work.
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