Economics

Compute pricing decomposition, bilateral semiconductor trade flow analysis, frontier training cost modeling, and 40-year WSTS market cycle data (1986-2026) with AI overlay.

How much does AI compute cost, where do the chips flow, and what market forces shape access? Pricing, trade, and investment data for compute governance analysis.

6cloud providers indexed

145,000+bilateral trade flow records

Cost Index provides $/petaFLOP-day decomposition by provider, region, and hardware tier. Trade Impact uses UN Comtrade + Taiwan Customs bilateral flows with difference-in-differences against export control events.

The Cost Index shows how much compute costs across providers and regions. Trade Impact answers whether export controls actually changed semiconductor trade patterns or just rerouted them. Semiconductor Cycle provides historical context.

Cost Index

$/petaFLOP-day across 6 cloud providers, segmented by region, hardware generation, and procurement model (on-demand vs. reserved).6 providers

Trade Impact

Did export controls reduce or redirect semiconductor trade? Bilateral flows from 25 Comtrade reporters + Taiwan Customs with event markers.145,000+ flow records

Training Economics

Frontier training run costs vs. replication costs over time. Cost divergence analysis and hardware utilization efficiency.

Semiconductor Cycle

40-year WSTS market cycle (1986-2026) with AI compute demand overlay. Boom/bust periodicity and current cycle position.