Complete Sources: "Why AI Isn't a Bubble" Series
Last updated: December 2, 2025
About This Document
All sources used in the "Why AI Isn't a Bubble" series are documented below, organized by article and section. Where possible, sources have been archived via the Internet Archive's Wayback Machine to ensure permanent access. Archive links are marked in green. Failed archives (server errors, paywalls) are marked in red with [FAILED ARCHIVE - MANUAL UPDATE NEEDED].
ARTICLE 1: Why AI Isn't a Bubble – And Why That Changes Everything
Published: November 13, 2025 | URL: theopenrecord.org/2025/11/13/why-ai-isnt-a-bubble-and-why-that-changes-everything/
Employment Updates November 2025
Bureau of Labor Statistics: Non-farm payrolls, unemployment rate
- Non-farm payrolls data
- Initial jobless claims: 227.25K (4-week average)
- Continuing jobless claims: 1,974K (1.97 million)
Historical Data Center Capital Expenditures
Statista - Total Data Center Systems Worldwide Spending Forecast
Dell'Oro Group - Data Center Infrastructure / Data Center CapEx
Brightlio - Data Center Statistics
Data Center Knowledge - AI-Accelerated Servers Fuel Growth in Data Center Spending
Construction Dive - Cloud, Data Center Q3 Spending (AWS, Azure, Microsoft)
DGTL Infra - Cloud Hyperscale CapEx
CIO Dive - Cloud Data Center Hyperscale Spending Spree for Generative AI
Network World - Data Center Spending to Top $1 Trillion by 2029 as AI Transforms Infrastructure
CIO Dive - Data Center, AI, Cloud Infrastructure CapEx and GPU Servers
The Chip Layer: AMD and NVIDIA
Seeking Alpha - AMD Stock Analysis
Export Controls
Bureau of Industry and Security (U.S. Department of Commerce)
Semiconductor Industry Association
Physical Infrastructure Being Built
Meta - AI-Optimized Data Center in El Paso
Meta Data Centers - Hello El Paso
El Paso Matters - Meta Data Center: Water, Electricity, and Tax Incentives
El Paso Inc. - Meta Data Center in El Paso
AI Magazine - Meta Breaks Ground on 1GW El Paso AI Data Centre (Manual Archive)
ACS-BlackRock $27 Billion Data Centre Deal (Reuters) - ADDED NOV 14, 2025
Google Projects
Semafor - Google Wants to Build Solar-Powered Data Centers in Space
Interesting Engineering - Google Project Suncatcher: Space AI
Designboom - Google AI Data Centers in Space
WinBuzzer - Google's Project Suncatcher Aims to Build TPU-Powered AI Data Centers in Space
Tax Incentives and Subsidies
Bond Buyer - State and Local Tax Incentives Subsidize Data Center Boom
Stateline - Most States Don't Disclose Which Companies Get Data Center Incentives (Manual Archive)
El Paso Matters - Podcast: Meta Data Center, Water, Energy, Tax Incentives
Texas A&M Real Estate Research Center - Facebook Parent Company Buys El Paso Land
Mirror Indy - Southside Data Center Tax Break (Amazon, Google, Microsoft)
Wisconsin Public Radio - Data Centers Revenue Tax Subsidy (Microsoft)
Michigan Utility and Power Infrastructure
Power Engineering - DTE Energy Looking at 7 GW Data Center Pipeline
Utility Dive - DTE Energy Data Centers Michigan Earnings
Utility Dive - DTE Data Center Deal "Transformational Growth"
Inside Climate News - Michigan Data Centers Would Kill Climate Laws
Detroit News - DTE Asks Regulators to Fast-Track Data Center, Skip Public Hearings
Michigan Public - Behind the Data Center Pushback in Michigan
Michigan Public - New Decision Could Protect Residential Customers from Rate Hikes
Bridge Michigan - DTE, Consumers Advance Plans for Power-Hungry Data Centers in Michigan
Planet Detroit - DTE, OpenAI, Saline Township
AI Employment Legislation
NY Senate Bill A433 (2025)
K&L Gates - Q1 2025 New York AI Developments
National Law Review - Q1 2025 NY AI Developments
Law and the Workplace - NY and NJ Legislatures Introduce Bills to Regulate AI Tools in Employment
Workforce Bulletin - States Ring in the New Year with Proposed AI Legislation
Bloomberg Law - NYC's New AI Bias Law Broadly Impacts Hiring and Requires Audits
Reed Smith - AI Explained: AI and New York Employment Law
Workforce Bulletin - Pumping the Brakes: New York Seeks to Curb AI Acceleration in Labor Market
NY Senate Bill S1169/A (2025)
National Law Review - New York Poised to Be Forefront of AI Regulation
Organizations and Reference Sites
Article 1 Archive Status Summary
Successfully Archived: 67 sources
Manually Archived: 3 sources (required multiple attempts)
Failed to Archive: 14 sources (server errors, paywalls, or blocking)
Total Sources: 81+ verified references
ARTICLE 2: Why AI Deployment Continues Despite Debt: The Three Forces That Make This Unstoppable
Published: December 1, 2025 | URL: theopenrecord.org/2025/12/01/why-ai-deployment-continues-despite-debt-the-three-forces-that-make-this-unstoppable/
China Robotics Deployment
UBTech - Walker S2 Humanoid Robot
AgiBot - A2 Humanoid Robot (Guinness World Record holder)
Unitree Robotics - R1 Research Robot
Federal AI Infrastructure
CNBC - AWS Wins Up to $50B Federal AI Infrastructure Contract
Original
[FAILED ARCHIVE - Server error 523 - MANUAL UPDATE NEEDED]
Agricultural Automation
John Deere - Precision Agriculture Technology
Trimble Agriculture - Guidance and Steering Systems
Blue River Technology (John Deere) - See & Spray
Abundant Robotics - Apple Harvesting (Defunct - historical reference)
Original
[FAILED ARCHIVE - Server error 523 - MANUAL UPDATE NEEDED]
Market Analysis and Industry Reports
McKinsey Global Institute
Gartner - Technology Research
Original
[FAILED ARCHIVE - Server error 523 - MANUAL UPDATE NEEDED]
Telecommunications Bubble Historical Reference
Wikipedia - Telecommunications Bubble
Original
[FAILED ARCHIVE - Server error 523 - MANUAL UPDATE NEEDED]
Wikipedia - Dot-com Bubble
Original
[FAILED ARCHIVE - Server error 523 - MANUAL UPDATE NEEDED]
Government and Regulatory Sources
U.S. Department of Agriculture (USDA)
Bureau of Labor Statistics (BLS)
Department of Homeland Security (DHS)
Data Center Infrastructure
QTS Data Centers
Original
[FAILED ARCHIVE - Server error 523 - MANUAL UPDATE NEEDED]
Equinix
Original
[FAILED ARCHIVE - Server error 523 - MANUAL UPDATE NEEDED]
CoreSite (An American Tower Company)
Community and Regional Impact
Virginia JLARC Report - Data Center Impacts
Failed Archives - Manual Retry Needed
The following 7 sources failed to archive due to server errors (523). These need manual archiving via web.archive.org/save:
- CNBC - AWS $50B contract article
- Abundant Robotics
- Gartner
- Wikipedia - Telecommunications bubble
- Wikipedia - Dot-com bubble
- QTS Data Centers
- Equinix
Note: These failures occurred on December 1, 2025. Retry scheduled for December 3, 2025 morning.
Article 2 Archive Status Summary
Successfully Archived: 13 sources
Failed to Archive: 7 sources (server errors - retry scheduled)
Total Sources: 20 documented references
ARTICLE 3: The Three-Tier Transparency Battle
Status: Planned | Publication: TBD
Focus: Local/State/Federal tools for transparency and accountability, FOIA templates, Congressional pressure strategies, Community organizing resources
[Sources to be added upon article publication]
Research Methodology
Source Verification Standards
Primary Sources Prioritized: Government data (BLS, USDA, DHS), corporate press releases, regulatory filings, academic research
Archive Protocol: All sources archived via Internet Archive within 48 hours of citation. Failed archives documented and retry attempted within 72 hours.
Update Frequency: Sources document updated within 24 hours of article publication or revision.
Transparency Commitment: All data sources, methodologies, and limitations disclosed. Corrections published immediately upon discovery.
About Wayback Machine Archives
All archived sources have been saved via the Internet Archive's Wayback Machine to ensure permanent accessibility. Archive timestamps reflect when the page was captured, which may be after the original publication date.
Archive Dates:
- Article 1 sources: November 13-14, 2025
- Article 2 sources: December 1, 2025 (with 7 failed archives pending retry)
Series Completion Status
Article 1: ✓ Published and fully sourced (81 sources, 70 archived)
Article 2: ✓ Published and fully sourced (20 sources, 13 archived, 7 pending retry)
Article 3: ○ Planned (sources to be added upon publication)