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ASSEMBLY-WP-0017-T06: Census private office construction (data centers) as investment indicator L5b; T05 unblocked

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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

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tegwick 2026-10-13 22:09:14 +02:00
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checkpoints/IndicatorCatalog.md
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@ -236,3 +236,16 @@ channel, the strength of host access rules, and frontier access.
CB2 is the observable for the access-rule strength a. At the 2026-10-13
review it gave a ≈ 0 (at most 0.006 per year).
## Investment indicator for the regime filter (ASSEMBLY-WP-0017-T06)
| ID | Indicator | Jurisdiction | Source | Access | Cadence |
|---|---|---|---|---|---|
| L5b | Private construction put in place, Office (includes data centers), SAAR | US | Census Construction Spending, `https://www.census.gov/construction/c30/xlsx/release.xlsx`, Table 1 (second "Office" row = private) | file (fixed layout; last 5 months + year-ago month) | m |
L5b is closer to organism investment than L5, which covers all
information-processing equipment. The regime filter's reliability rests on
an investment indicator (`research/ModelMatching.md` § 4.2). Hyperscaler
capital expenditure (company filings) is a second candidate, but the 2026
guidance figures conflict across sources and are not audited quarterly
values.