Publications
The Council publishes shared reference material. Every figure carries the class of evidence behind it.
Featured
Can AI Finance Itself?
Read the paperWho pays for the infrastructure boom, and who loses if capital runs out?
AI can succeed technologically while the capital structures financing it fail financially.
- ~$264bn
- installed-base annual surplus by 2030
- SCENARIO
- $0.85–1.45tn
- fresh capital needed every year
- SCENARIO
- 2027–30
- base-case lab self-funding windows
- SCENARIO
- 7 + 2
- dashboard numbers that make it falsifiable
Method
Evidence classes
These four labels sit beside the figure or claim they qualify, so a modelled number is never read as a measured one.
- KNOWN
- Known: primary documents and filings.
- REPORTED
- Reported: credible press, with single-source items flagged.
- ESTIMATED
- Estimated: third-party estimate.
- SCENARIO
- Scenario: this report's modelled base case, not a forecast.
All publications
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18 August 2026
Can AI Finance Itself?
Who pays for the infrastructure boom, and who loses if capital runs out?