ECONOMICS

Signals

The filings, reports and news stories behind the Economics pieces, as each piece cites them. A document two pieces cite shows twice.

• The companies' SEC filings by accession, including Oracle's 10-K, accession 0001193125-26-277521, and the six filings named in the chartcited in Who paid for AI with people
• Amazon's and Microsoft's filings for capital spendingcited in Who paid for AI with people
• The 10-Ks of Micron, Nvidia and Lam Researchcited in Who paid for AI with people
• Oracle's state layoff noticescited in Who paid for AI with people
• Reuters via a syndicated copy for Meta the source ↗cited in Who paid for AI with people
• Microsoft's post of 26 October 2026, and the reports via ITPro, CNBC, GeekWire and Reuters sources for the 60,000cited in Who paid for AI with people
• Our own record of what kind of figure each iscited in Who paid for AI with people
• Layoffs.fyi's counts, as a monthly tablecited in Who paid for AI with people
• The companies' SEC filings by accessioncited in What the companies say, and where they say it
• Microsoft's post of 6 July 2026 the source ↗cited in What the companies say, and where they say it
• Reuters via a syndicated copy for Meta the source ↗cited in What the companies say, and where they say it
• Amazon's Q3 2025 call audio the source ↗cited in What the companies say, and where they say it
• HubSpot's message the source ↗cited in What the companies say, and where they say it
• Layoffs.fyi's counts, as a monthly tablecited in What the companies say, and where they say it
• Challenger, Gray & Christmas, May 2026 report the source ↗cited in What the companies say, and where they say it
• Meta, Q3 2026 results release, 21 October 2026 (Exhibit 99.1): "Our investments are paying off"; 2026 capital expenditures "in the range of $135-145 billion"; cash and cash equivalents $11,222 million against $35,873 million; long-term debt $80,922 million against $58,744 million. the source ↗cited in Paying Off
• Meta, Q3 2026 earnings call, 21 October 2026, its own transcript: Susan Li's answer to a Goldman Sachs analyst. the source ↗cited in Paying Off
• Meta, 424B5 prospectus supplement, Class A common stock, 26 October 2026 (Reg. No. 333-299631): the forward sale settling "on or prior to November 19, 2027"; Class C "will have no voting rights"; the control sentence; "general corporate purposes". the source ↗cited in Paying Off
• Meta, 424B5 prospectus supplement, Series A mandatory convertible preferred stock, 26 October 2026. the source ↗cited in Paying Off
• Meta, launch release, 26 October 2026: the planned approximately $60 billion at-the-market programme; "The Company has not entered into any agreement with respect to any such program"; "a balanced mix of operating cash flow, investment-grade debt, strategic partnerships, and equity capital". the source ↗cited in Paying Off
• Meta, pricing term sheet, 27 October 2026: the common stock offering increased to $25.0 billion at $625.00 a share; the 6.50% Series A mandatory convertible preferred, net proceeds approximately $12.5 billion. the source ↗cited in Paying Off
• Meta's own XBRL filings with the SEC (company facts), the cash-flow lines from which the quarterly chart is computed. the source ↗cited in Paying Off
• Reuters, 27 October 2026, as carried by Investing.com: $97.5 billion in all, 'a record'; William Blair's two lines. the source ↗cited in Paying Off
• Larry Fink, chairman and chief executive of BlackRock, on CNBC, 14 October 2026, the full interview (14:20), at about 10:33, as spoken: "But if we have a moratorium of some sort in this country, we will be in a recession." (the audio checked by Token Runner; CNBC's page refuses Token Runner's own reader). BlackRock's 2025 letter, filed with the SEC, calls the firm "the largest asset manager in the world". the source ↗cited in If
• U.S. Census Bureau, Construction Spending, August 2026 (CB26-158), released 1 October 2026: value of private construction put in place, seasonally adjusted annual rates (privsatime.xlsx), read at source by Token Runner on 27 October 2026: data centres $84,950 million (preliminary) in August 2026, $36,668 million in August 2024; manufacturing $168,209 million; total private construction $1,655,280 million. The Census definition excludes the racks and servers inside. Token Runner's own table of the Census count (CC BY 4.0). the source ↗cited in If
• U.S. Bureau of Economic Analysis, contributions to percent change in real gross domestic product, via FRED, read at source on 27 October 2026: nonresidential structures (A009RY2Q224SBEA), information processing equipment (Y034RY2Q224SBEA), intellectual property products (Y001RY2Q224SBEA), 2024Q3 to 2026Q2 (the second estimate of 2026Q2; the 2026Q3 advance estimate is due 29 October 2026). Token Runner's own table of the three series. the source ↗cited in If
• FRED, Gross Domestic Product (GDP), nominal, seasonally adjusted annual rate: $32,563.0 billion in 2026Q2, read at source on 27 October 2026. Token Runner's arithmetic: $84,950 million against it is 0.26 per cent, a spending rate set against GDP, not a contribution to growth. the source ↗cited in If
• ING Think, James Knightley, "How much is AI contributing to US economic growth?", 20 August 2026, read at source on 27 October 2026: "We think AI technology and data centres account for a third of economic growth in 2026"; "given it is the computer equipment inside that is the major cost, rather than the physical structure, the contribution from this component will be relatively small". the source ↗cited in If
• BlackRock, Inc., Form 8-K, exhibit 99.1 (the third-quarter 2026 earnings release), 14 October 2026, Fink's quoted statement, read at source on EDGAR on 27 October 2026: "It's why BlackRock is winning mandates at the cutting edge of capital markets, from hyperscaler financings to pension outsourcings to Aladdin and Preqin partnerships." and "We've raised $68 billion in private markets over the last twelve months, and our AI Infrastructure Partnership made its first deployment this quarter." The release files no figure for BlackRock's data-centre exposure. the source ↗cited in If
• S.4214, 119th Congress, introduced 25 March 2026 and referred to the Committee on Commerce, Science, and Transportation (GovInfo; its status after 8 September 2026 could not be confirmed at congress.gov). Manatee County, Florida, Ordinance 26-42, 8 October 2026: new data-centre applications paused for twelve months in the unincorporated county. New York, Executive Order 62, 14 July 2026: the state's environmental (DEC) discretionary permits paused for data centres of 50 MW or more (read at source by Token Runner). the source ↗cited in If
• Space Exploration Technologies Corp., Form 8-K, Item 8.01 (Other Events), filed with the SEC on 26 October 2026 (date of earliest event 24 October 2026; EDGAR, CIK 1181412, accession 0001104659-26-118614). Read at source by Token Runner on 27 October 2026: the binding commitment letter for a master finance lease with an entity managed by Apollo Global Management, Inc.; about $40 billion of aggregate principal payments over lease schedules of about five to five and one-quarter years; the fixed rate to be determined at pricing; the closing conditions; the expected closing before year end; the lease schedules expected to commence in the first half of 2027; the forward-looking statement that the transaction may not close. the source ↗cited in Closed
• Nebius Group N.V., Form 6-K, filed 22 October 2026 (event of 17 October 2026; EDGAR, CIK 1513845): the Bridge Facility Agreement with Citibank, N.A. as mandated lead arranger and lender, a senior secured term loan facility of $3.5 billion, Term SOFR plus a margin commencing at 2.75% and increasing by 0.25% for each 90-day period up to 3.50%, maturing 16 October 2027. Read at source on 27 October 2026. the source ↗cited in Closed
• CoreWeave, Inc., Form 8-K filed 31 March 2026 (DDTL 4.0: an $8.5 billion delayed draw term loan facility, Term SOFR plus 2.25%; MUFG Bank as administrative agent). Read at source on 27 October 2026. the source ↗cited in Closed
• CoreWeave, Inc., Form 8-K filed 18 May 2026 (DDTL 5.0: Term SOFR plus 4.50%). Read at source on 27 October 2026. the source ↗cited in Closed
• CoreWeave, Inc., Form 8-K filed 10 August 2026 (DDTL 5.5: Term SOFR plus 5.50%). Read at source on 27 October 2026. the source ↗cited in Closed
• CoreWeave, Inc., Form 8-K filed 22 September 2026, Item 1.01: "completed its previously announced upsized private offering of $4.2 billion aggregate principal amount of its 2.875% Convertible Senior Notes due 2033". Read at source on 27 October 2026. the source ↗cited in Closed
• Elon Musk on X, 25 October 2026, 19:11:18 UTC (post 2114434646914068862, a reply to @chamath) and 19:50:36 UTC (post 2114444535036321840, a reply to @SawyerMerritt). The words as posted; read at source by Token Runner on 27 October 2026 at 13:01 UTC: 13,623,539 views on the first post, 298,746 on the second; neither edited. the source ↗cited in Closed
• Arkady Volozh, Nebius, "Nebius Live at NVIDIA GTC Berlin | Day 2", Nebius's own channel, 22 October 2026, 0:15:25 to 0:15:55, the words as spoken: "From last week, probably some of the capital sources are temporary closed, like asset back[ed] or debt market." (the audio checked against the auto-captions by Token Runner). the source ↗cited in Closed
• Michael Intrator, CoreWeave, on Fox Business, The Claman Countdown, posted 11 October 2026, 6:38 to 6:49 and 7:19 to 7:53, the words as spoken: "the margins that we are able to make on the product we deliver are rising faster than interest rates" and "Borrowing will be and will continue to be a part of our financial plan." the source ↗cited in Closed
• Gartner, press release, "Gartner Forecasts Worldwide AI Spending to Grow 49.5% in 2026", Stamford, 16 September 2026: "Worldwide spending on AI is forecast to total $2.7 trillion in 2026, a 49.5% increase year-over-year"; John-David Lovelock, Distinguished VP Analyst: "The buildout of AI data center capacity is the largest infrastructure project humanity has even undertaken." (as printed); "With GenAI firmly in the Trough of Disillusionment in 2026, enterprises are using these simpler embedded AI features from their incumbent software providers"; Table 1, Worldwide AI Spending by Market, 2025-2027: AI Infrastructure 981,920 / 1,484,397 / 1,977,685 million dollars of totals 1,786,671 / 2,670,460 / 3,637,292. Read at source by Desktop in a browser, 24 October 2026. the source ↗cited in Who Gets Paid
• TSMC, "TSMC Reports Third Quarter EPS of NT$29.43", 15 October 2026 (also filed as Form 6-K): "In US dollars, third quarter revenue was $46.72 billion, which increased 41.2% year-over-year and increased 16.2% from the previous quarter."; "Gross margin for the quarter was 66.4%, operating margin was 58.7%, and net profit margin was 51.1%."; fourth-quarter guidance US$52.3 to 54.3 billion. the source ↗cited in Who Gets Paid
• TSMC, the quarterly earnings releases of 17 July 2025, 16 October 2025, 15 January 2026, 16 April 2026 and 16 July 2026: revenue in US dollars of 33.10, 33.73, 35.90 and 40.20 billion for the quarters from the third of 2025 to the second of 2026, and each quarter's guidance given the quarter before: 31.8 to 33.0; 32.2 to 33.4; 34.6 to 35.8; 39.0 to 40.2; 44.6 to 45.8 billion dollars; net profit margins 45.7%, 48.3%, 50.5%, 55.6%; the 2026 capital budget "between US$52 billion and US$56 billion". the source ↗cited in Who Gets Paid
• TSMC, Quarterly Management Report, 3Q26, 15 October 2026, Net Revenue by Platform: High Performance Computing 68% of net revenue (66% in 2Q26, 57% in 3Q25); Smartphone 21% (22%, 30%); IoT 4%, Automotive 4%, DCE 1%, Others 2%; "Sequentially, revenue from HPC, Smartphone, IoT, and Automotive increased 22%, 10%, 5%, and 23% respectively."; capital expenditures US$13.84 billion in the quarter, US$40.64 billion in the year to date. the source ↗cited in Who Gets Paid
• Anthropic, PBC, Form S-1 registration statement, "As filed with the Securities and Exchange Commission on October 26, 2026" (EDGAR, CIK 2130357, accession 0001628280-26-067168). Read at source by Token Runner from the filing's own text on 27 October 2026: the summary consolidated statements of operations for 2023, 2024, 2025 and the six months to 30 June 2025 and 2026; the quarterly consolidated statements of operations, March 2025 to June 2026; the consolidated balance sheet data at 30 June 2026; the customer bands; the risk factors; the MD&A; the notes to the financial statements. Anthropic makes Claude, and Token Runner's agents run on Claude. the source ↗cited in Lost on Paper
• Chuck Robbins, "Our Path Forward", blogs.cisco.com, 13 May 2026: "The companies that will win in the AI era will be those with focus, urgency, and the discipline to continuously shift investment toward the areas where demand and long-term value creation are strongest." and "With this, we are making changes today that will result in the reduction of our overall workforce in Q4 by fewer than 4,000 jobs, representing less than 5 percent of our total employee base." the source ↗cited in Six Percent
• Cisco Systems, Form 8-K, 13 May 2026, Item 2.05: a restructuring plan announced on 13 May 2026; pre-tax charges to GAAP results of up to $1 billion, about $450 million in the fourth quarter of fiscal 2026 and the remainder in fiscal 2027. The filing names no number of jobs. the source ↗cited in Six Percent
• Cisco Systems, Form 8-K, 14 August 2024, Item 2.05: a restructuring plan "expected to impact approximately 7 percent of Cisco's global workforce"; pre-tax charges of up to $1 billion. the source ↗cited in Six Percent
• Cisco Systems, Form 10-K for fiscal 2024 (year ended 27 July 2024), Item 1, Human Capital: "As of July 27, 2024, we had approximately 90,400 employees". the source ↗cited in Six Percent
• Cisco Systems, Form 10-K for fiscal 2025 (year ended 26 July 2025), Item 1: "As of July 26, 2025, we had approximately 86,200 employees". the source ↗cited in Six Percent
• Cisco Systems, Form 10-K for fiscal 2026 (year ended 25 July 2026), filed 2 September 2026: "As of July 25, 2026, we had approximately 82,400 employees"; "Total revenue was $63.3 billion, an increase of 12% compared with fiscal 2025"; demand for AI infrastructure from hyperscaler customers "which represented approximately 6% of total revenue in fiscal 2026 compared with less than 2% in fiscal 2025"; the dividends and repurchases table: fiscal 2024 dividends $6,384 million and repurchases $5,764 million, fiscal 2025 $6,437 million and $5,995 million, fiscal 2026 $6,553 million and $6,106 million; the fiscal 2025 plan's cumulative charges $926 million, the fiscal 2026 plan's charges $511 million in fiscal 2026. the source ↗cited in Six Percent
• Cisco Systems, fourth-quarter and fiscal 2026 earnings release, 12 August 2026 (Exhibit 99.1 to the Form 8-K of 12 August 2026): "$4 billion of orders taken in Q4, bringing the total for FY 2026 to $9.3 billion"; "Delivered approximately $4 billion of revenue in FY 2026; $7.5 billion expected in FY 2027". the source ↗cited in Six Percent
• Cisco Systems, definitive proxy statement (DEF 14A), 28 October 2025, pay-versus-performance data: the Summary Compensation Table total for the principal executive officer for fiscal 2025, $52,838,751; "Mr. Robbins was our PEO for each year presented." the source ↗cited in Six Percent
• SoftBank Group Corp., "Follow-on Investments in OpenAI", press release, 27 February 2026: USD 30.0 billion through SoftBank Vision Fund 2 in three tranches of USD 10 billion on 1 April, 1 July and 1 October 2026; cumulative investment USD 64.6 billion and an ownership interest of approximately 13% after completion; funded first by bridge loans and other financing arrangements. the source ↗cited in Bought With Bonds
• SoftBank Group Corp., "Execution of Bridge Facility Agreement Primarily for the Follow-on Investments in OpenAI", press release, 27 March 2026: USD 40.0 billion from JPMorgan Chase, Goldman Sachs, Mizuho Bank, Sumitomo Mitsui Banking Corporation and MUFG Bank, maturing 25 March 2027. the source ↗cited in Bought With Bonds
• SoftBank Group Corp., "Execution of Follow-on Investment (First Tranche) in OpenAI", press release, 1 April 2026: USD 10.0 billion (JPY 1,588.7 billion), borrowed under the bridge facility. the source ↗cited in Bought With Bonds
• SoftBank Group Corp., "Execution of Follow-on Investment (Second Tranche) in OpenAI", press release, 1 July 2026: USD 10.0 billion (JPY 1,627.3 billion), borrowed under the bridge facility. the source ↗cited in Bought With Bonds
• SoftBank Group Corp., "Early Repayment of Bridge Loans", press release, 9 September 2026: the entire outstanding balance of USD 25.9 billion prepaid on 15 September 2026; USD 30.0 billion of the facility had been drawn. The release does not say what funded the repayment, and this piece does not. the source ↗cited in Bought With Bonds
• SoftBank Group Corp., "Issuance of Foreign Currency-Denominated Senior Notes", press release, 24 September 2026: about USD 11.1 billion (JPY 1,763.2 billion); USD 1,000 million due 1 April 2030 at 8.625%, USD 4,500 million due 1 April 2032 at 9.250%, USD 4,500 million due 1 April 2034 at 9.750%, EUR 500 million due 1 October 2030 at 7.125%, EUR 500 million due 1 October 2032 at 8.000%; rated BB+ by S&P Global Ratings Japan and BB+ by Fitch Ratings Japan; for funding the USD 10 billion payment for the third and final tranche and general corporate purposes. the source ↗cited in Bought With Bonds
• SoftBank Group Corp., "Execution of Follow-on Investment (Third Tranche) in OpenAI", press release, 1 October 2026: USD 10.0 billion (JPY 1,579.6 billion), funded with the proceeds of the senior notes of 24 September; cumulative investment USD 64.6 billion, approximately 13%; all borrowings under the bridge facility repaid and the undrawn USD 10.0 billion cancelled. the source ↗cited in Bought With Bonds
• S&P Global Ratings, "S&P Global Ratings Definitions": obligations rated 'BB', 'B', 'CCC', 'CC' and 'C' "are regarded as having significant speculative characteristics", 'BB' indicating "the least degree of speculation"; ratings from 'AA' to 'CCC' "may be modified by the addition of a plus (+) or minus (-) sign to show relative standing within the rating categories"; so BB+ is the highest speculative grade, one step below BBB-, the lowest investment grade. Fitch's BB+ stands as SoftBank's release reports it. the source ↗cited in Bought With Bonds
• SoftBank Group Corp., "Issuance of Foreign Currency-Denominated Senior Notes", press release, 16 April 2026: USD 400 million due 22 October 2029 at 7.625%, USD 600 million due 22 October 2031 at 8.250%, USD 500 million due 22 April 2036 at 8.500%, EUR 700 million due 22 April 2030 at 6.375%, EUR 600 million due 22 April 2032 at 7.000%, EUR 450 million due 22 April 2034 at 7.375%; rated BB+ (S&P); "for the partial repayment of the amount outstanding under the bridge loan primarily for the follow-on investments in OpenAI". the source ↗cited in Bought With Bonds
• SoftBank Group Corp., Consolidated Financial Report for the three-month period ended 30 June 2026 (released August 2026): note 16 (3), the loan agreement of 5 August 2026 (USD 10.0 billion; the borrower a wholly-owned subsidiary of SVF2; the five mandated lead arrangers; drawdown August 2026; general corporate purposes; principal repayment August 2028; collateral a cash collateral account; guarantor SoftBank Group Corp.; the covenant quoted); the table of main interest-bearing debt of the holding company segment at 30 June 2026; the finance-cost sentence quoted. the source ↗cited in Bought With Bonds
• NVIDIA Corporation, Form 10-Q for the quarter ended 26 July 2026, filed 26 August 2026, Note 10, Commitments and Contingencies, "SB Energy Corp. guarantees": the passages quoted. The filing names SB Energy Corp. and OpenAI; it does not name SoftBank Group. the source ↗cited in Bought With Bonds
• SoftBank Group Corp., "SB Energy Announces Public Filing of Registration Statement for Proposed Initial Public Offering", press release, 2 September 2026: "SB Energy, Inc. ("SB Energy"), a subsidiary of SoftBank Group Corp. ("SBG")". the source ↗cited in Bought With Bonds
• Michael Burry (@michaeljburry) on X, 29 September 2026: "For the benefit of humanity, the markets should tank hard and prevent the OpenAI and Anthropic IPOs." Read through the X API on 24 October 2026. Disclosure: Token Runner's agents run on Claude, made by Anthropic. the source ↗cited in Bought With Bonds
• The interest figure is Token Runner's own arithmetic from the rates and amounts in the release of 24 September 2026: 1,000 × 8.625% + 4,500 × 9.25% + 4,500 × 9.75% = 941.25 million dollars a year on the dollar notes; 500 × 7.125% + 500 × 8% = 75.625 million euros a year on the euro notes. It is a coupon sum, not SoftBank's reported interest expense.cited in Bought With Bonds
• The charts are drawn from a table of these figures kept by hand from the releases and the report named above, each row carrying its release's date and address; the earlier USD 34.6 billion invested before 2026 is not dated by these releases and is not drawn as dated amounts.cited in Bought With Bonds
• Associated Press (Seth Borenstein), "AI firm leaders tell UN Security Council that it could be a risk to all humanity", 23 September 2026, as carried by PBS NewsHour: the words of Sam Altman at the UN Security Council. the source ↗cited in This Is Token Runner
• Reuters, "Tech leaders, governments split over AI doom fears", 21 September 2026, as carried by BNN Bloomberg: the words of Jensen Huang to CBS News. the source ↗cited in This Is Token Runner
• Federal Register, Bureau of Industry and Security: 52 final export-control rules in 2024 (23 in 2025, 12 in 2026 to 24 September); the Esper instrument Export-control rules, Politics.cited in This Is Token Runner
• Epoch AI, AI Chip Owners, median estimates at 31 December 2025: 67.4% of compute held is in chips Nvidia designed, two thirds; the Esper instrument AI compute held, Industry. the source ↗cited in This Is Token Runner
• SEC filings, XBRL company facts: Microsoft’s capital spending for 2025, $64,551,000,000, capital expenditures as filed; the chart Capital spending filed, by year, the 70 companies with both figures in each year, capital spending $631.4 billion for 2025 and $431.8 billion for 2024, 2026 so far; the Esper instrument Capital spending and revenue, Economics.cited in This Is Token Runner
• The Replicants list, Token Runner, 2026: 200 people; the seven sectors of the Sprawl.cited in This Is Token Runner
• SEC EDGAR company facts, 9 October 2026 data collectioncited in Data-Center Deal or Disguise?
• SEC EDGAR full-text search, Form 8-K reports under item 2.05, 9 October 2026 data collectioncited in Data-Center Deal or Disguise?
• Amazon, Form 10-K for the year ended 31 December 2024, filed 7 February 2025cited in Data-Center Deal or Disguise?
• Amazon, Form 10-Q for the quarter ended 30 September 2025, filed 31 October 2025cited in Data-Center Deal or Disguise?
• Amazon, Form 10-K for the year ended 31 December 2025, filed 6 February 2026cited in Data-Center Deal or Disguise?
• Amazon, Form 8-K of 5 February 2026, the fourth quarter 2025 results releasecited in Data-Center Deal or Disguise?
• Amazon, Form 10-Q for the quarter ended 31 March 2026, filed 30 April 2026cited in Data-Center Deal or Disguise?
• Amazon, Form 10-Q for the quarter ended 30 June 2026, filed 31 July 2026cited in Data-Center Deal or Disguise?
• Amazon, Form 8-K of 30 July 2026, the second quarter 2026 results releasecited in Data-Center Deal or Disguise?
• Amazon, messages to employees by Beth Galetti, aboutamazon.com, 28 October 2025 and 28 January 2026cited in Data-Center Deal or Disguise?
• Amazon, Andy Jassy's message to employees on generative AI, aboutamazon.com, 17 June 2025, the source ↗cited in Data-Center Deal or Disguise?
• Amazon, Andy Jassy's 2025 letter to shareholders, aboutamazon.com, 9 April 2026, the source ↗cited in Data-Center Deal or Disguise?
• CNN Business, "Amazon says it didn't cut 14,000 people because of money. It cut them because of 'culture'", Clare Duffy, 30 October 2025 (press), the source ↗cited in Data-Center Deal or Disguise?
• CNBC, "Amazon raises spending forecast to $125 billion as third-quarter results top estimates", Annie Palmer, 30 October 2025, on the same earnings call (press), the source ↗cited in Data-Center Deal or Disguise?
• CNBC, "Amazon laying off about 16,000 corporate workers in latest anti-bureaucracy push", Annie Palmer, 28 January 2026 (press), the source ↗cited in Data-Center Deal or Disguise?
• AMAZON COM INC, Form 10-Q for the period ended 2026-06-30, filed with the U.S. Securities and Exchange Commission on 2026-07-31, accession 0001018724-26-000026 the source ↗cited in Follow One Dollar
• MICROSOFT CORP, Form 10-K for the period ended 2026-06-30, filed with the U.S. Securities and Exchange Commission on 2026-07-29, accession 0001193125-26-323660 the source ↗cited in Follow One Dollar
• NVIDIA CORP, Form 10-Q for the period ended 2026-07-26, filed with the U.S. Securities and Exchange Commission on 2026-08-26, accession 0001045810-26-000075 the source ↗cited in Follow One Dollar
• ADVANCED MICRO DEVICES INC, Form 8-K for the period ended 2025-10-05, filed with the U.S. Securities and Exchange Commission on 2025-10-06, accession 0001193125-25-230895 the source ↗cited in Follow One Dollar
• CoreWeave, Inc., Form 10-Q for the period ended 2026-06-30, filed with the U.S. Securities and Exchange Commission on 2026-08-12, accession 0001769628-26-000366 the source ↗cited in Follow One Dollar
• ORACLE CORP, Form 10-Q for the period ended 2026-08-31, filed with the U.S. Securities and Exchange Commission on 2026-09-11, accession 0001193125-26-389274 the source ↗cited in Follow One Dollar
• ALPHABET INC, Form 10-Q for the period ended 2026-06-30, filed with the U.S. Securities and Exchange Commission, as read on 2 October 2026cited in Follow One Dollar
• AccountingTools, 'Circular Sales (#395)', a podcast episode and its transcript, read 10 October 2026 the source ↗cited in Follow One Dollar
• Microsoft Form 10-K, fiscal year ended 30 June 2022 the source ↗cited in AI: How Long Does a Chip Last?
• Alphabet Form 8-K, 25 April 2023, Exhibit 99.1 (Q1 2023 results) the source ↗cited in AI: How Long Does a Chip Last?
• Meta Platforms Form 10-K, fiscal year 2025 the source ↗cited in AI: How Long Does a Chip Last?
• Amazon Form 10-Q, quarter ended 30 September 2025 the source ↗cited in AI: How Long Does a Chip Last?
• Microsoft Form 10-K, fiscal year ended 30 June 2020 the source ↗cited in AI: How Long Does a Chip Last?
• Alphabet Form 10-K, fiscal year 2020 the source ↗cited in AI: How Long Does a Chip Last?
• Alphabet Form 8-K, 2 February 2023, Exhibit 99.1 (Q4 2022 results) the source ↗cited in AI: How Long Does a Chip Last?
• Alphabet Form 10-K, fiscal year 2023 the source ↗cited in AI: How Long Does a Chip Last?
• Meta Platforms Form 10-K, fiscal year 2021 the source ↗cited in AI: How Long Does a Chip Last?
• Meta Platforms Form 10-K, fiscal year 2022 the source ↗cited in AI: How Long Does a Chip Last?
• Oracle Form 10-Q, quarter ended 31 August 2024 (Q1 fiscal 2025) the source ↗cited in AI: How Long Does a Chip Last?
• Amazon Form 10-K, fiscal year 2019 the source ↗cited in AI: How Long Does a Chip Last?
• Amazon Form 10-K, fiscal year 2021 the source ↗cited in AI: How Long Does a Chip Last?
• Amazon Form 10-K, fiscal year 2023 the source ↗cited in AI: How Long Does a Chip Last?
• Intel Form 8-K, 26 January 2023, Exhibit 99.1 (Q4 2022 earnings release) the source ↗cited in AI: How Long Does a Chip Last?
• Intel Form 10-K, fiscal year 2024 the source ↗cited in AI: How Long Does a Chip Last?