AI economics research for infrastructure, institutions, and power.
The Institute organizes its work around the durable economic layers of AI: compute, energy, chips, cloud concentration, enterprise operating models, governance capacity, distribution, and value capture.
Core research tracks
Infrastructure & Ownership
Compute, chips, energy, cloud concentration, data centers, sovereign AI capacity, and the ownership structures beneath intelligence.
Institutional Adaptation
How governments, enterprises, universities, and public systems absorb AI into decision rights, incentives, governance, and operations.
Distribution & Value Capture
Interfaces, workflows, trust layers, agent ecosystems, customer access, and the channels through which AI value is captured.
Frameworks and future indexes
AI Power Index
A future comparative framework for assessing which firms, states, and institutions control the strongest positions in the AI economy.
Infrastructure Map
A planned static map of compute clusters, energy readiness, data center concentration, chip access, and sovereign capability signals.
Enterprise AI Index
A future leaderboard for institutional AI adoption, workflow integration, governance maturity, and measurable operating transformation.
Weekly signals live in the briefing archive.
Research stays focused on essays, frameworks, and tracks. Recurring weekly intelligence is maintained in the dynamic archive.
Read the latest weekly briefings