The Headline
GPFG, PIF, Temasek, and ADQ are collectively repositioning trillions into AI infrastructure. This is not a trend — it is a structural allocation shift. Map who is buying what and what it means for valuations.
Why This Matters Now
Q1 2026 data just released showing 340% increase in sovereign AI allocations.
The Signal
Three things to watch in the next 90 days. Follow the capital, watch infrastructure, track geographic positioning.
The Play
Q1 2026 data just released showing 340% increase in sovereign AI allocations.
Signal from IDA Research. Score: 8/10.