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Research

The Four Forces indices: company-level judgments on who holds AI power, where scarcity is durable, and where AI claims run ahead of capability.

AI Power Index

50 companies ranked through Compute, Interface, Alignment, and Energy. Monthly exmxc assessments and forecasts with a fixed methodology and preserved editions.

Power Lens: company profiles

Explore all 50 AI Power Index companies: ranks, force scores, power theses, forecasts, reconsideration conditions, and monthly history.

AI Power Index methodology

The fixed Four Forces scoring formula, anchors, ranking rules, company boundaries, and monthly edition policy for the exmxc AI Power Index.

sPEG Index

Evidence-backed selection of AI infrastructure companies with durable scarcity, explicit admission gates, counterevidence, and valuation kept separate.

sPEG Index methodology

The five anchored dimensions, independent admission gates, evidence requirements, confidence rules, valuation boundary, versioning, and review cadence for the sPEG Index.

AI Reality Gap Index

Compare company AI narratives with disclosed deployment, adoption, monetization, infrastructure, and developer evidence in the exmxc AI Reality Gap Index.