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Sovereign Funds Pivot From Public Equities to Private Assets for AI Bets

  • Funding & M&A
  • Infra & Chips

Sovereign wealth funds (SWFs), often funded by oil revenues, are shifting allocations from traditional public equities toward private markets to ride the AI boom. With a string of large stakes in data centers and frontier AI labs, experts frame the move as a structural shift rather than a temporary adjustment.

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