A chip sale is not yet working capacity
TSMC’s latest results show a growing supplier business. Following the same chips into a working system requires a different set of records.
Research
Analysis that separates the observation from the conclusion.
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Electrification changes where energy risk sits
Reducing fuel imports is one part of energy security. The next test is whether the electricity system can deliver when customers need it.
The grid capacity hidden in plain sight
Better use of existing networks can open a faster route to power. The difficult part is turning technical potential into a dependable connection.
A bank disclosure is only useful if it can be compared
Machine-readable reporting could make bank risk easier to examine. Comparable fields, definitions and reporting periods will determine how useful it becomes.
A rate cut is not a loan reset
Paycom’s revolving-credit disclosure shows how reference rates, margins, unused capacity and drawn principal determine what a borrower actually pays.
One power project, three clocks
The Crane nuclear restart shows why a power contract, a regulatory milestone and an operating date belong on separate timelines.
The infrastructure behind the AI economy
A reading guide to electricity demand, investment and the gap between global growth and a working local system.
AI exposure is not a jobs forecast
How to read research on AI, work, fiscal policy and the institutional conditions of adoption.
Where a semiconductor supply chain is vulnerable
Production capacity, value-chain dependencies and industry projections answer different questions about resilience.
From announced capacity to working infrastructure
An evidence protocol for following AI projects across chips, power and capital.
When a formal rule becomes an operating condition
Authority, responsibility and evidence in the governance of AI systems.
The bottleneck after the chip
AI investment becomes useful only when a chain of physical systems starts working. The next question is who can deliver the connection.
Follow the evidence
Use the Knowledge library to find original papers and documents cited across the publication.