06.2026
Infrastructure & Industry/Compute
The Hidden Leverage in Data Infrastructure
An examination of duration mismatch in hyperscale compute financing.
24 pp.
§ Insights — 洞察与研究
Greenfield Research Institute.
格林菲尔德研究院
Selected publications. All papers are authored collectively under the Greenfield Research Institute; no individual bylines are issued.
Research Institute · Cambridge
Three-image set portraying the Research Institute's daily output: desk manuscripts, long-form archives, and quantitative appendices.
From the Desk — 研究室
Showing 6 / 6 publications
05.2026
AI & Compute/Compute
Why Compute is the New Credit
Compute capacity as an emerging collateral class for sovereign balance sheets.
18 pp.
04.2026
Macro & Policy/Policy & Cycles
Long-Term Capital and Short-Term Politics
Allocating through electoral cycles without participating in them.
12 pp.
02.2026
Infrastructure & Industry/Subsea & Connectivity
Subsea Cables and Sovereign Risk
The renewed geopolitical premium on undersea connectivity.
22 pp.
12.2025
AI & Compute/Models & Weights
Model Weights as Strategic Assets
Frontier model weights warrant the same custodial discipline as bullion.
16 pp.
10.2025
Macro & Policy/Currency & Settlement
The Quiet De-Dollarization of Trade Settlement
Bilateral corridors are quietly reshaping settlement infrastructure.
20 pp.