Sources & reading list

Every figure on the site comes from the research below. Each number is checked against the source’s own wording; anything that can’t be sourced is cut rather than estimated. Click any link to read the original.

AI Infrastructure Spending

Goldman Sachs Global Institute: Tracking Trillions: The Assumptions Shaping Scale of the AI Build-Out (May 2026)

AI Revenue & The Gap

Bain & Company: Global Technology Report 2025 ($2 trillion in new revenue needed to fund AI's scaling) (Sep 2025)

Business Equipment Investment

U.S. Bureau of Economic Analysis: Table 5.3.6, Real Private Fixed Investment by Type (chained dollars) (Quarterly)

Stock Market Concentration & Returns

The Motley Fool: Magnificent Seven S&P 500 Tracker (Jun 2026)
Slickcharts: S&P 500 Companies by Weight (Jun 2026)
Yahoo Finance: SPY, RSP, and the Magnificent Seven (price history) (Daily)

Related reading

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