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50 The invisible subsidy: how Gulf sovereign wealth funds became the default buyers of Western AI infrastructure — and what that means for who controls the next decade of computing

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Lachlan Brown @ Silicon Canals 2 place · today 03:57 EDT

The invisible subsidy: how Gulf sovereign wealth funds became the default buyers of Western AI infrastructure — and what that means for who controls the next decade of computing

Gulf sovereign wealth funds have quietly become the indispensable capital layer for Western AI infrastructure, creating structural dependencies that reshape who holds leverage over the next decade of computing. From Saudi PIF's record dealmaking to Qatar's $25 billion Goldman Sachs partnership, the scale of deployment has crossed a threshold that demands scrutiny — not as a trend, but as a condition of the new technological order.

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