The AI economy, researched to a diligence standard
Source-linked trackers, studies, and financial models across AI infrastructure, silicon, software, and markets — revised as the underlying record changes. Built for investors and operators who need to verify, not skim.
A sample of what subscribers track
AI Infrastructure Backlog MW Model
- Contracted IT MW
- 7.4GW
- Compute / landlord
- 5.7x
PC Market TAM
- 2026 units
- 242M
- 2026 silicon TAM
- $45.4B
Semi Forecast
- 2030 source base
- $1.66T
- 2030 source bull
- $2.11T
Coverage
Built for the questions diligence actually asks
One subscription spans the full AI stack — the infrastructure, the silicon, the software, and the markets that move with them.
Infrastructure trackers
Data-center capacity signals, monetizable-MW backlog, and facility-level risk across landlords, GPU clouds, neoclouds, and hyperscalers.
Markets & silicon models
PC market TAM, semiconductor forecasts, and scenario sensitivities you can pressure-test against your own assumptions.
Studies
Enterprise AI adoption and CTO-level operating priorities, written for the people making the buying decisions.
Research agent
Ask a question in plain language and get a grounded answer with citations from across the corpus.
Method
Evidence you can trace
The work is built to be checked. That is the difference between a research subscription and a newsletter.
Source-linked
Every figure links back to its primary source. Reported, estimated, and inferred claims are labeled — never blurred together.
Kept current
Models and trackers are revised as the underlying record changes, not frozen in a quarterly PDF.
Verifiable answers
The agent answers from the corpus and shows its citations, so you can check the work before you rely on it.
Research agent
BetaAsk the corpus, get a cited answer
Ask in plain language and the agent answers from the research corpus — with the sources it used attached, so you can verify before you rely on it.
The research agent is in beta testing for subscribers now. Reach out for access and we'll get you set up.
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Full access to every tracker, study, model, and the research agent — across infrastructure, silicon, software, and markets.
About
From Creative Strategies
DiligenceStack is the private research portal for Creative Strategies' source-linked AI economy intelligence. It pairs published research and diligence datasets with a research agent that returns grounded, cited answers — across infrastructure, silicon, software, and markets.