AI
Data Center Power Demand and the Grid, for Asset Owners
AI is reshaping electricity demand. A guide to the data-centre power surge, the grid bottlenecks it creates, and the investment exposures that follow for institutions.
Topic
AI
AI infrastructure, capex, and portfolio implications.
Latest in AI
AI
The Stargate AI Infrastructure Project, Explained
Inside Stargate: the $500bn AI data-centre build-out backed by OpenAI, Oracle, SoftBank and Abu Dhabi's MGX, and what it signals for institutional capital.
AI
The AI Capex Supercycle and the Long-Term Portfolio
Hyperscalers are spending toward $700 billion a year on AI infrastructure. What the capex supercycle means for long-horizon asset owners.
Gulf Capital
MGX: Abu Dhabi's AI Investment Vehicle, Explained
How Abu Dhabi built a $100 billion AI investment vehicle and why MGX has become a central player in the global AI infrastructure build-out.
The Frontier
The Power Wall
When the binding constraint on AI shifts from chips to electrons, the world's largest owners are exposed twice. A 50,000-path scenario on whether the grid can build fast enough — with the cinematic.
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