Data & Tools

Trace an argument to its numbers. Explore maintained Treasury and Fed series, compare corporate disclosures, or change the assumptions yourself.

Standing trackers

Observations update from public sources. Editorial commentary has its own review date. Open a tracker for the chart, method, source data, and downloads.

Work with the assumptions

AI Infrastructure Spending

Read four companies’ infrastructure disclosures without confusing cash spending, leases, and forecasts.

Keep the evidence reproducible

Published Data Notes use archived snapshots. Trackers use the latest successfully retrieved version. Chart downloads include the selected period, transformations, units, and sources; untransformed source snapshots are available separately.

These tools support the Treasury and AI infrastructure dossiers. Read our editorial standards for the distinction between an observation, a model estimate, and our interpretation.