The research library
Arguments, evidence and perspectives from across our research groups.
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.
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