The Economics of AI
From Infrastructure Capital to Enterprise Value
AI infrastructure investment, compute consumption, agentic execution, enterprise adoption and financial returns are distinct stages of economic value creation.
This Sentient Review series examines how capital invested in artificial intelligence becomes productive capability, how that capability translates into business outcomes, and under what conditions those outcomes produce sustainable enterprise value.
The series connects technology architecture, infrastructure economics, operational performance, financial evidence and investment judgment.
Capital & Infrastructure Economics
When does invested capital become productive?
- 01
The Economics of AI Infrastructure: Capacity, Capital and Compute
Flagship PublicationForthcoming - 02
Planned Megawatts Are Not Productive Capacity
Field NoteForthcoming
Compute & Workload Economics
What does useful compute actually cost?
- 03
GPU Utilization Is Not Business Value
Field NoteForthcoming - 04
The Economics of AI Inference
Research ArticleForthcoming
Agentic Execution Economics
What does successful business execution cost?
- 05
The Economics of Agentic Execution
Flagship PublicationForthcoming
Enterprise AI Value & ROI
What economic value does the enterprise actually realize?
- 06
AI Productivity Is Not Realized ROI
Flagship PublicationForthcoming
Enterprise Value & Capital Allocation
Are AI-generated returns sustainable and financially defensible?
- 07
AI Revenue Is Not AI Value
Flagship PublicationForthcoming - 08
AI Revenue Is Not AI Value: The Financial Evidence
Field NoteForthcoming
- FrameworkAI Infrastructure Economics & Deployment Diligence Framework →
- FrameworkValue Creation Intervention Architecture →
- PublicationFrom Technological Capability to Economic Value →
- PublicationAgentic Execution →
- Field Note · FN-19The Organization Inside the Inference Bill →
- Field Note · FN-23Cheap Tokens, Expensive Outcomes →
- Field Note · FN-26The Agent Is Not the System →