[QC — NOT SENT TO LIST] The state is calling capital home
Tokyo's GPIF signal, Temasek's US$100bn cash pile, and the physical limits of the AI build-out.
![[QC — NOT SENT TO LIST] The state is calling capital home](https://storage.ghost.io/c/f6/9c/f69cdeb4-cfe5-4393-a9d8-5769f759a132/content/images/size/w2000/2026/07/chart-2026-07-10-1.png)
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