Education, Insights and Connections. For Informed Capital Deployment.

This series closes where it opened: a checklist for anyone underwriting a Gulf data centre. Five criteria were already on it. The sixth decides whether your capital gets a name, or just a place in a pool.

Malaysia built what Europe didn't: a fast lane connecting data centres in twelve months instead of three years. Johor used it to build a cluster on the Singapore border, hit a limit at the water tap. GIC and ADIA have put capital into a named Johor asset. Part Six of our Gulf data centre series asks what that lane delivers.

A data centre needs a grid connection before anything else, and across Europe that room is already gone. The Netherlands ranks who connects first. Spain lets developers connect, then quietly reduces what arrives. Saudi Arabia and the UAE publish neither queue nor numbers. Part Five of our Gulf data centre series asks what an allocator can verify before committing capital.

Three claims about AI infrastructure are repeated so often they pass unchallenged: America has too much capital, Europe too little capacity, the Gulf too much spare power. Britain published the actual numbers behind its claim, and they don't match the story. Part Four of our Gulf data centre series asks what happens when a market is never forced to count.

Saudi Arabia's flagship AI data centre project just slipped six months, with one vague sentence of explanation. Ireland has spent four years publishing exactly which parts of its grid can take a new data centre, and which can't. Part Three of our Gulf data centre series asks what that gap in transparency actually costs allocators trying to price the risk.

Saudi Arabia's Public Investment Fund has approved its 2026-2030 strategy, shifting from a decade of rapid, capital-intensive growth towards what officials call 'Value Realization': greater discipline on returns, a restructured three-portfolio model and a bigger role for private capital. This feature unpacks what the pivot means for Neom, AI investment, sport sponsorships and PIF's balance between global and domestic allocation.

Training reserves power for a fixed term. Inference demands it indefinitely. This piece unpacks the load shapes, chip ownership and contract structures behind Gulf AI data centre financing, and what the split means for investors in Saudi Arabia and the UAE

Addepar, the global data and AI platform managing over $7 trillion in assets, 40% of it in alternatives, has joined ALTInvest 2026 as an official sponsor. Addepar's work bringing transparency to opaque private markets data dovetails directly with sessions like The DPI Reckoning and The Intelligence Gap. ALTInvest 2026 takes place 15-16 September at the St. Regis, Downtown Dubai, UAE.