{
  "generatedAt": "2026-10-08T17:44:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "aurelion-research",
  "name": "Aurelion Research",
  "role": null,
  "url": "https://deepstack.ltd/people/aurelion-research/",
  "api": "https://deepstack.ltd/api/v1/entities/people/aurelion-research.json",
  "summary": "Aurelion Research appears in Part 4, Part 8, Part 10 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 8: AI Lenders Are Financing the End of Scarcity; Part 10: The Bubble Is in the Denominator. Argued in Part 8 (The spending pays).",
  "parts": [
    {
      "part": 4,
      "headline": "AI Spending Has Met Its First Real Bill",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 8,
      "headline": "AI Lenders Are Financing the End of Scarcity",
      "url": "https://deepstack.ltd/stories/the-scarcity-is-the-collateral/"
    },
    {
      "part": 10,
      "headline": "The Bubble Is in the Denominator",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 4,
      "section": "The tape picks winners",
      "excerpt": "Aurelion Research measures the fragility in expectations.",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 8,
      "section": "Who writes the checks",
      "excerpt": "Aurelion Research sees the customer base widening from a handful of hyperscalers to enterprises, AI-native companies and smaller clouds, on top of more than $3.1 trillion of expected AI infrastructure commitments.",
      "url": "https://deepstack.ltd/stories/the-scarcity-is-the-collateral/"
    },
    {
      "part": 10,
      "section": "Who writes the checks",
      "excerpt": "Aurelion Research points to corporations, AI startups and other clouds, with more than $3.1 trillion of infrastructure commitments in prospect.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    }
  ],
  "sides": [
    {
      "part": 8,
      "question": null,
      "side": "spending-pays",
      "sideLabel": "The spending pays",
      "claim": "The customer base is broadening beyond a concentrated set of hyperscalers to enterprises, AI-native companies and cloud providers, with AI-related infrastructure commitments expected to exceed $3.1 trillion, making the next phase of demand less…",
      "date": "2026-09-11",
      "url": "https://read.aurelionresearch.com/p/in-conversation-nvidia",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-scarcity-is-the-collateral/",
      "sidesUrl": "https://deepstack.ltd/sides/the-scarcity-is-the-collateral/"
    },
    {
      "part": 8,
      "question": null,
      "side": "spending-pays",
      "sideLabel": "The spending pays",
      "claim": "Hyperscaler capex is durable rather than at risk of a sudden cut, because the largest spenders keep reaffirming the necessity of AI investment and their EBITDA and EBIT margins are still rising, giving them capacity to keep funding it.",
      "date": "2026-09-11",
      "url": "https://read.aurelionresearch.com/p/in-conversation-nvidia",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-scarcity-is-the-collateral/",
      "sidesUrl": "https://deepstack.ltd/sides/the-scarcity-is-the-collateral/"
    }
  ],
  "coverage": {
    "creators": 0,
    "claims": 532,
    "texts": 48,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08"
}