The research library
Research overviews, questions and perspectives from across our groups. Document access is not available on this website.
Browse by group, research direction or format. Follow connected work through our thematic series.
Explore research series3 results
A company-finance manuscript examining AI capital expenditure, lease commitments, credit risk and the assumptions behind shareholder valuation.
A technology manuscript exploring the tension between AI adoption, custom-chip substitution and the economic life of installed hardware.
A political-economy manuscript tracing how oil-risk scenarios, inflation, monetary policy and competition for capital may affect AI financing.
Each overview identifies the underlying work and its status. Commercial reports are available separately.