Epistemic Commons versus Circular Tech Capital: How Open-Access Knowledge Archiving Demolishes Closed-Loop Valuation Bubbles in Artificial Intelligence Infrastructure

Abstract: The multi-trillion-dollar valuation apparatus underpinning generative artificial intelligence infrastructure has operated as a self-referential financial circuit. Cloud monopolies fund frontier artificial intelligence laboratories, which in turn contractually return those capital allocations as cloud compute fees, artificially compounding headline revenues and equity valuations within a closed informational ecosystem. This paper demonstrates the structural vulnerability of this circular capitalization model when confronted with immutable, open-access scientific codification. We prove that closed financial round-tripping depends strictly upon information asymmetry: specifically, obscuring the physical-layer thermodynamic boundaries of power grid capacities, discrete liquidity thresholds, and the authentic operational utility of software development tools. By establishing an independent, decentralized archive of over one hundred foundational monographs on CERN Zenodo, we demonstrate how rigorous public-domain formalizations of the fencepost problem in tokenomics, the thermodynamic limits of compute scaling, and forward-airbase vulnerabilities act as an unhedged epistemic mirror. When physical realities and architectural constraints are codified under permanent digital object identifiers, private market narrative arbitrage becomes mathematically unsustainable. Hyperscalers are forced to terminate circular subsidization, restrict third-party application programming interfaces, and retreat into defensive corporate enclosure. We model the macro-institutional transition from speculative rent extraction toward an epistemic commons, proving that open knowledge archiving restores price discovery and grounds technological sovereignty in physical-layer reality.