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SOVEREIGN RESEARCH / DELIVERED COMPUTE

Evidence Layer

Judgment → Evidence → Original Source

All sources Primary Secondary

PRIMARY2026-09-30

CoreWeave limited Rubin availability and Cognition workloads

CoreWeave · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-21

Texas permitting directive

Texas Governor · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-15

ERCOT PGRR144 approval-stage record

ERCOT · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-07-29

Vertiv Q2 2026 results filed as Exhibit 99.1

Vertiv · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-08-26

NVIDIA Q2 FY2027 results

NVIDIA · ORIGINAL DISCLOSURE · VERIFIED

Original source

SECONDARY2026-09-13

Oracle’s AI Conversion Test: Who Funds the Compute, Who Earns the Return?

Pavel Sovereign · PAVEL RESEARCH PUBLICATION · VERIFIED

Original source

SECONDARY2026-09-13

Weekly Map: Delivery Improves, Return Proof Still Lags

Pavel Sovereign · PAVEL RESEARCH PUBLICATION · VERIFIED

Original source

SECONDARY2026-09-11

AI Networking: The Economics of Time Saved

Pavel Sovereign · PAVEL RESEARCH PUBLICATION · VERIFIED

Original source

SECONDARY2026-09-09

Vertiv’s Time-to-Power Bet: From Strategic Fit to Cash Returns

Pavel Sovereign · PAVEL RESEARCH PUBLICATION · VERIFIED

Original source

SECONDARY2026-09-09

September AI Infrastructure Scorecard: Demand, Constraints and Returns

Pavel Sovereign · PAVEL RESEARCH PUBLICATION · VERIFIED

Original source