Latest reports and investigations
Data Centers in Space — Hype vs Physics
Can compute move to orbit? A deep dive into thermal limits, radiator scaling, launch economics, radiation tolerance, and why space-based data centers remain 4.7× costlier today. Covers Starcloud, orbital AI, and the brutal physics blocking megawatt-scale deployment.
Anthropic × SpaceX — The $300MW Compute Pivot
Inside the landmark partnership giving Anthropic access to 220,000+ NVIDIA GPUs at Colossus 1. IPO strategy, orbital data center ambitions, Pentagon blacklisting tensions, Musk’s reversal on Claude, and the competitive implications for Grok and OpenAI.
Salt Over Lithium: How China Is Using Sodium-Ion to Reshape Battery Supply Chains
A deep strategic analysis of sodium-ion batteries — energy density tradeoffs, 15,000-cycle claims, cold-weather advantages, lithium price sensitivity, CATL’s 60 GWh deal, BYD’s 30 GWh plant, Western failures, and whether sodium-ion creates parallel chemistry dominance rather than replacing lithium.
The Robotics Labor Stack
A deep investigation into the hidden human workforce behind physical AI — covering robot training data, teleoperation, fleet supervision, exception handling, warehouse automation, RobOps, maintenance labor, remote embodied work, India’s BPO opportunity, autonomy economics, and the dark side of "human-optional" robots.
China’s AI Century: Can Beijing Rewire Global Power by 2030?
A deep assessment of China’s AI strategy across Huawei Ascend chips, DeepSeek, export controls, semiconductor sovereignty, inference economics, Global South adoption, and the emerging split between Western and Chinese AI stacks.
The State of AI Coding Agents — 2026
A deep analysis of the shift from autocomplete to autonomous coding agents — covering Cursor, GitHub Copilot, Claude Code, Codex, Gemini CLI, Devin, MCP, multi-agent workflows, benchmark claims, security risks, enterprise adoption, pricing, open-source disruption, and the quality-productivity tradeoff.
GameStop’s $55.5B eBay Bid: Visionary Roll-Up or Financial Impossibility?
Ryan Cohen’s unsolicited 50% cash / 50% stock offer for eBay examined across financing feasibility, dilution risk, activist strategy, store-to-hub synergies, seller anxiety, market skepticism, and the broader "Berkshire for internet assets" thesis.
The Coming AI Cybersecurity Crisis: Are Companies Ready?
A deep dive investigation into AI-powered fraud, deepfake impersonation, voice cloning, business email compromise, and corporate preparedness. Tracks explosive fraud growth, billion-dollar loss projections, weak response protocols, detection failures, vendor-bias caveats, and the verification crisis facing modern companies.
The Hidden Financial Bubble in AI Infrastructure
A deep dive into debt-funded AI infrastructure, GPU-collateralized lending, hyperscaler CapEx, CoreWeave’s leverage, NVIDIA’s circular financing model, data center overbuild risk, and telecom-bubble parallels — with scenario analysis and open questions around utilization, debt maturity, and systemic contagion.
How Vulnerable Is Asia to a Gulf Energy Shock?
India, China, Japan, and South Korea assessed against the 2026 Iran-Israel war and the largest supply disruption in IEA history. Reserve levels, Hormuz exposure, IEA membership, ISPRL financial health, and three-scenario outlook — all citation-grounded across 17 sources.
The Coming Power Wars Between Humans and Datacenters
AI-driven data centers assessed against rising U.S. electricity prices, grid bottlenecks, capacity-market shocks, fossil-fuel lock-in, water stress, subsidies, and the unresolved question of who gets power priority during shortages. Citation-grounded across 54 sources.
What Happens If Compute Becomes a Sovereign Reserve Asset?
A deep analysis of whether nations could treat AI compute like strategic reserves: sovereign wealth funds buying data centers, national compute reserves, compute-backed collateral, and the possibility of future compute sanctions — grounded across 38 sources.
The Financialization of Compute Futures
How GPU-hours are becoming tradable, securitized, and potentially hedgeable assets. Covers compute spot markets, GPU-backed debt, futures exchanges, fixed-price inference contracts, energy hedging, tokenized compute, and the structural risks behind turning AI infrastructure into a financial market.
More Research Reports Are Coming
New citation-grounded investigations are being prepared across AI infrastructure, markets, geopolitics, cybersecurity, energy, and emerging systemic risks.
How SourceryIntel frames and publishes research
Each piece starts from a live strategic question and follows its consequences across domains.
That means a report on AI infrastructure is also about credit cycles, energy markets, procurement bottlenecks, state power, and corporate incentives. SourceryIntel reports are designed to move beyond surface summaries: they aim to map the system around a question, identify where evidence is strong or thin, and make uncertainty legible rather than hiding it behind confident prose.
Research is expected to represent primary material, current developments, skeptical viewpoints, and historical context before settling into a clean thesis. The goal is not to look decisive too early.
Published reports are shaped from extracted notes, claims, figures, and source-level observations so conclusions stay tied to evidence instead of drifting into generic synthesis. Reports call out missing data, questionable assumptions, and areas of disagreement when the source base does not support a simple answer.
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