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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.

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Connected studies

Publications
3
Free PDFs
4

Read the overviews, then explore the original PDFs and supporting material.

The shared question

Distinct perspectives.
Connected evidence.

The Oracle series brings together public manuscripts that examine a shared case from distinct research 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. Read each original document for its evidence, assumptions, scope and limitations.

  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?

Publications in this series.

Free public access

Each manuscript retains its own research question, assumptions, sources and publication status. A series is a reading context, not a claim of journal publication or external peer review.

Public access and reuse permissions are separate. See the original documents for their rights statements and read the research disclosures.