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The Digital-Energy Recomposition of the Kitchin Cycle: Exploratory Evidence from U.S. IT and Irish Data-Centre Series (1995-2025)
Using quarterly FRED and CSO Ireland data over 1995Q1-2025Q4, we examine whether U.S.\ IT investment and Irish data-centre electricity are recomposing the Kitchin cycle around energy- and compute-backed assets. Three findings stand out. First, a Quandt-Andrews sup-Wald test locates a significant bre
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