GLOBAL COMPUTE
+27%
MODEL RELEASES
7/WK
DATACENTER DRAW
413 TWH
BUBBLE INDEX
49.4
LAYOFFS TAGGED
25
HUMAN & MACHINE
01
The Catch
.AI
The filing-sourced reads on the machine’s economy
The Catch
AI Impact
Bubble Watch
Economics
Tech Stack
The Fiction
Analysis
The Report
Instruments
Markets
Industries
Research
Methods & Receipts
Instruments
Recycling Ratio
Committed compute ÷ outside funded cash
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· as of 2026-07-12 ·
the engine, from filings