Why Are They Spending Trillions on AI?

Research foundation and living reference model  ·  CC BY 4.0

Changelog

All notable changes to this research package are documented here. Versioning follows Semantic Versioning in spirit — a major version bump indicates a change to canonical figures or conclusions, not just prose.

[Unreleased] — targeted as v1.0.2

Fixed

Added — content

Added — GitHub Pages site architecture

Regenerates 01-whitepaper.pdf (89 pages, up from 88), 19-slide-deck.pptx, all markdown-sourced *.html pages, and perspectives.html; syncs the Desktop PDF copy; regenerates CHECKSUMS.sha256.

[1.0.1] — 2026-08-14

Added — content

Added — release mechanics (in response to external audit)

Fixed

[1.0.0] — 2026-08-13

Initial public release.

Package

Fixed during pre-release verification (three external review rounds)

Added for this release

Known limitations

See 20-appendix-known-limitations.md for the full list. Highlights: DGX Spark throughput figures rest on a single unaudited community benchmark; all utilization, financing, and electricity-price inputs are Scenario Assumptions, not measured or quoted real-world figures; the Professional tier (HGX B300 node) has no public price or power spec and is flagged throughout as the least-evidenced tier; adoption-timing claims from named executives are Attributed Statements, not independently verified forecasts.