Transparency · Full Register

Source Explorer

Every source used in this investigation, categorised by type and confidence tier. Filter by category, date, or entity. All URLs verified as of 1 August 2026.

SourceTypeDateUsed InConfidence
The Register: NVIDIA, OpenAI, and the trillion-dollar loopInvestigationNov 2025Circular, ChipsSubstantiated
CNBC: Dust to data centers — the year AI debt remade AmericaInvestigationDec 2025Debt, EnergySubstantiated
The Algorithmic Bridge: How the AI Industry Runs on Its Own MoneyAnalysisMay 2026CircularPartly substantiated
Prof G Media: Big Tech Has $1.65 Trillion in Hidden AI DebtAnalysisJul 2026DebtPartly substantiated
Amazon SEC Filing: OpenAI $138B AWS commitmentSEC FilingQ1 2026CircularSubstantiated
Oracle FY2026 Q2: Cloud backlog $523B (+438% YoY)EarningsDec 2025CircularSubstantiated
Microsoft: OpenAI $250B Azure commitment through 2032CompanyOct 2025CircularSubstantiated
Anthropic: Labor market impacts of AI — new measure and early evidenceResearchMar 2026Labour, WorksSubstantiated
OpenAI: Ending the Capability OverhangResearchJan 2026WorksSubstantiated
IEA: Data centre electricity use surged 17% in 2025DataApr 2026EnergySubstantiated
Our World in Data: How much energy do data centers and AI use?DataJul 2026EnergySubstantiated
Stanford SIEPR: What is really happening to jobs?ResearchJul 2026LabourSubstantiated
Yale Budget Lab: Tracking the Impact of AI on the Labor MarketDataJun 2026LabourSubstantiated
FMC Group: 175,796 US job cuts citing AI since 2023DataJul 2026LabourPartly substantiated
SEC: FY2025 Enforcement Results — AI washing focusRegulatoryApr 2026IPOSubstantiated
Bloomberg: IPOs of Tiny Foreign Firms Vanish After Pump-and-Dump CrackdownInvestigationJul 2026IPOSubstantiated
BIS: Financing the AI boom — from cash flows to debtResearchJan 2026DebtSubstantiated
Goldman Sachs: Private markets in data center financingAnalysisJun 2026DebtPartly substantiated
YouTube: "The AI Bubble" (Dec 2025)VideoDec 2025BubbleOpinion
YouTube: "The Dirty AI Lie" (Jul 2026)VideoJul 2026BubbleOpinion
YouTube: "The AI Crash You'll Never See" (Jun 2026)VideoJun 2026Bubble, DebtOpinion
YouTube: "Exposing The Dark Side of America's AI Data Center Explosion" (Sep 2025)VideoSep 2025EnergyOpinion
BBC/YouTube: Google boss says trillion-dollar AI boom has limits (Nov 2025)VideoNov 2025BubblePartly substantiated
PwC: AI Jobs BarometerDataJun 2026LabourSubstantiated
Columbia Business: Financial risk hiding inside AI boomResearchJul 2026DebtPartly substantiated

YouTube Corpus Status

Limitation disclosure

YouTube transcripts could not be fetched from our cloud research environment due to IP-level blocking by YouTube (429 / bot detection). We have documented 9 target videos with metadata. Transcripts will be added via the update pipeline when fetched from a non-blocked IP. Video claims cited in this investigation are drawn from search descriptions, titles, and cross-referenced reporting—not from transcript analysis.

Video IDTitleDateTranscript
7xPlZUzJbJcThe "AI Bubble"Dec 2025Pending
FMMpUO1uAYkWhat the Freakiness of 2025 in AI Tells Us About 2026Dec 2025Pending
WcckBmkauBQThe Dirty AI LieJul 2026Pending
t-8TDOFqkQAExposing The Dark Side of America's AI Data Center ExplosionSep 2025Pending
yprtkF9SeXcThe AI Crash You'll Never SeeJun 2026Pending
f23hv1zXN8IGoogle boss says trillion-dollar AI boom has limitsNov 2025Pending
SX63mOl-RgIAI Job Loss Fears vs Reality: What 2025 Actually ShowedDec 2025Pending
kNjdwBHU1CEAI's Global TakeoverSep 2025Pending
eBpTG53xUogAI Security 2025 Wrap: The AI Bubble Burst of 2026Dec 2025Pending