Upcoming perspective
Why AI Growth Is Also an Infrastructure Story
A perspective on the physical systems required to support the next wave of model development and deployment.
Insights
Perspectives on compute, capital, and intelligence.
A future home for measured analysis of the systems, markets, and infrastructure shaping artificial intelligence.
Editorial preview
The topics below are upcoming or sample content and are not published research.
Coming soon
Upcoming explainer
Understanding the Demand for GPU Compute
An introduction to the workload, hardware, and access dynamics shaping accelerated computing demand.
Sample topic
Building Productive Assets for the AI Economy
How durable infrastructure can connect disciplined capital allocation with long-term technological utility.