# Wayne Research

Wayne Research publishes macroeconomic and technological analysis on the AGI supercycle, world models, embodied AI, infrastructure, and related investment themes.

Public pages may be crawled, indexed, quoted, summarized, used as AI input, and used for AI training. Attribution to Wayne Research and the original article URL is preferred.

## Core Pages

- [Homepage](https://wayneresearch.com/)
- [Research index](https://wayneresearch.com/research)
- [API documentation](https://wayneresearch.com/docs/api)
- [AI use permissions](https://wayneresearch.com/ai-use)
- [Full Markdown corpus](https://wayneresearch.com/llms-full.txt)

## Research

- [The Anatomy of AI Power in 2026 ](https://wayneresearch.com/research/anatomy-of-ai-power): The rapid scaling of AI has shifted the bottleneck of compute from data throughput to energy delivery. While a traditional data center consumes 10 to 50 Megawatts, the first AI clusters are crossing 1 Gigawatt. Constructing a 1-Gigawatt AI data center requires an estimated USD 35 billion in upfront CapEx, with a lot of it going towards energy delivery. We map the journey of electricity from the utility grid to the GPU core, highlighting the vital transitions, hardware innovations, and the industry players developing the future of high-density power supply. (2026-05-20)
- [Using Gold as a Sustainable Geopolitical Hedge](https://wayneresearch.com/research/using-gold-as-a-sustainable-hedge): As US trade tensions rise, portfolio protection is key. We'll learn how gold can act as an effective hedge, and how it can be sustainable. (2025-03-15)