Quarterly report · 2026 Q3

Six findings on the AI buildout, fixed 27 October 2026 from dated releases.

  1. Buildout +73% US data-center construction spending rises 73% in a year
  2. Power +6.5% US home power prices rise 6.5% in a year
  3. Chips +51% TSMC’s quarterly sales rise 51% in a year
  4. Jobs +152,000 US employers add 152,000 jobs in the quarter
  5. Models 91 of 92 Anthropic leads the text arena on 91 of 92 days
  6. Vendors 72 AI platforms retire 72 model versions in the quarter