China's insurance giant is increasing technology investments with a view that AI's long-term potential remains intact as markets shift their focus from hype to fundamentals.
Lenders say success will depend on identifying where risks are concentrated, from power shortages and permitting challenges to capital-structure positioning and technology exposure.
The massive surge in AI infrastructure spending is fuelling inflation, prompting investors to weigh its implications for interest rate trajectories in markets around the world.
The Indonesian sovereign investor sees attractive equity valuations and double-digit dollar returns in digital infrastructure, while weighing the cost of AI adoption.
The sovereign investor wants publicly listed investments to account for 70-75% of its AI allocation, giving it greater flexibility as technology and investment opportunities change.
The Abu Dhabi sovereign fund is using partnerships to expand its AI investment while spreading exposure across data centres, language models and applications.
A global AI infrastructure spending boom is driving record convertible bond issuance, prompting institutional investors to increasingly embrace the hybrid asset class.
The Hong Kong single family office is deploying AI with founder Johnson Cheng predicting technology could eventually enable a one-person family office.
In an exclusive interview with AsianInvestor, the sovereign investor's chief talked about how the fund is responding to heightened global risks and the challenges of AI.