Sovereign Infrastrucrure - The Global Asset Class for the AI-Industrial Era

Publication
Partner
May 11, 2026
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An SMI Lighthouse Report prepared in support of the French G7, COP32 Ethiopia and UK G20 Presidencies, for African Union, EU, GCC, BRICS, ASEAN and Commonwealth leaders, institutional investors and strategic partners.

Sovereign Infrastructure (SI): The Missing Allocation Layer

The global economy has entered a structural regime in which artificial intelligence, energy, and infrastructure systems converge into a single allocation problem.

Institutional capital is not constrained by availability. It is constrained by the supply of infrastructure systems that meet mandate, benchmark, and governance requirements at scale.

Sovereign Infrastructure is the allocation layer through which this constraint is resolved.

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