Skip to content
PufferfishResearch Group
Pufferfish Artificial Intelligence Research Group

Featured research series

Oracle & the AI buildout

A connected study of AI infrastructure through financing, technology adoption and geopolitical constraints, using Oracle as a shared case.

Read the overviews About this series

Connected studies

Research overviews
3

Explore the research summaries and their shared context. Document access is not available on this website.

The shared question

Distinct perspectives.
Connected evidence.

The Oracle series presents research overviews that examine a shared case from distinct perspectives. The finance paper studies capital commitments and financing risk; the technology paper considers adoption and hardware substitution; the geopolitics paper traces conditional scenarios affecting the cost of AI capital. These pages summarize the scope and questions of each manuscript; full documents are not available on this website.

  1. 01How do financing structures and long-lived commitments shape the economics of AI infrastructure?
  2. 02How does the pace of technology adoption interact with hardware substitution and asset impairment?
  3. 03How might energy and geopolitical scenarios transmit through inflation and the cost of capital?

Research overviews in this series.

Research overviews

Each overview describes an underlying manuscript with its own research question, assumptions and status. A series is a reading context, not a claim of journal publication or external peer review.

An overview does not grant reuse rights in the underlying manuscript. For the website’s access and research notices, read the research disclosures.