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A focused map of the AI economy.

We organize research around the systems where technology, economics, and capital increasingly intersect.

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  • July 10, 2026
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NVIDIA Is Becoming the Financing Layer of AI

How equity, guarantees, and Wall Street partnerships are turning compute deployment into a capital-market strategy.

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  • August 10, 2026
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OpenAI, Anthropic & the New Compute Power Structure

Why the frontier-model race is becoming a contest over capital, cloud distribution, custom silicon, and infrastructure optionality.

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  • September 10, 2026
  • 11:31 am
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The Grid Is the New GPU

Why energization rights, interconnection capacity and firm power are becoming strategic assets in the AI economy.

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