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The Allocator Briefing — May 26: Sovereign capital becomes AI’s banker
Sovereign wealth funds crossed $15tn in 2025, and the Gulf 7 drove 43% of all sovereign dealmaking — increasingly into AI and compute. We cover Indonesia's INA joining the data-centre boom, Qatar and Mubadala spending into the dislocation, NBIM's new nature expectations, and the long take: what it costs a financial owner to co-invest alongside state capital.
Full brief and sources: https://www.universalassetowners.com
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By Universal Asset OwnersSovereign wealth funds crossed $15tn in 2025, and the Gulf 7 drove 43% of all sovereign dealmaking — increasingly into AI and compute. We cover Indonesia's INA joining the data-centre boom, Qatar and Mubadala spending into the dislocation, NBIM's new nature expectations, and the long take: what it costs a financial owner to co-invest alongside state capital.
Full brief and sources: https://www.universalassetowners.com