Insights
Institutional analysis on AI compute infrastructure as an asset class, the India–GCC corridor, and the economics of GPU-as-a-Service.
AI compute demand has outpaced the global supply of GPUs, power, and data center capacity. This analysis examines how the convergence of sovereign AI mandates, enterprise migration, and constrained hardware supply is creating a new institutional asset class — one backed by physical, revenue-generating infrastructure rather than speculative model bets.
AI compute demand has outpaced the global supply of GPUs, power, and data center capacity. This analysis examines how the convergence of sovereign AI mandates, enterprise migration, and constrained hardware supply is creating a new institutional asset class — one backed by physical, revenue-generating infrastructure rather than speculative model bets.
The Gulf Cooperation Council and India represent a complementary economic corridor for AI infrastructure investment. The GCC offers abundant low-cost power, sovereign AI programmes, and policy alignment; India provides engineering depth, a fast-growing data-center market, and a capital base actively seeking real-asset alternatives.
GPU-as-a-Service converts depreciating hardware into contracted, cash-generative revenue. This analysis breaks down the unit economics — acquisition cost, utilization rates, blended hourly pricing, and operating overhead — and explains how multi-year offtake agreements create a yield profile distinct from traditional infrastructure.
Full article drafts forthcoming. The summaries above outline the scope and perspective of each piece. Additional research topics will be added on a rolling basis.