Hyperscalers have committed more than $500B of AI capital expenditure for 2026. We trace where the money lands — chips, cloud and the application layer — and what it means for a full-stack allocation on track from ~$602B (2024) toward ~$3.6T by 2033.
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Research & Insights
Research & Insights
The Data Behind the Five Pillars
We publish what we read before we allocate. Sourced, sector-level analysis across Artificial Intelligence, Real Estate, Blockchain, Agriculture and Electric Vehicles — the five areas where we concentrate capital rather than diversify it away.
Every figure is sourced. See Sources & Methodology →
Featured · Artificial Intelligence
Specialty property now makes up ~14% of global deal volume and rising. With Q1 2026 transactions up 18% YoY, we explain why the index lags the sectors institutional capital is rotating into.
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Decentralised finance is forecast to grow from $108B to $695B over the next decade. We map the BTC-and-ETH core that anchors the trade — and why we skip the long tail.
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US farmland set a record $4,350 per acre in 2025 — a fifth straight annual gain. We make the case for hard-asset farmland plus an agritech market compounding near 11.5% a year.
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Diversification averages away conviction. We argue for five concentrated pillars — AI, Real Estate, Blockchain, Agriculture and Electric Vehicles — each chosen for structural demand, not index weight.
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Data-centre deal volume surged ~37% as AI demand needs somewhere to live. We treat data-centre real estate as the physical layer of the AI trade — where two pillars converge.
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A BTC and ETH core paired with 114MW of wind-powered mining turns idle exposure into productive yield. We unpack how energy-backed mining reshapes the blockchain allocation.
Read MoreEvery figure in our research is sourced and verifiable. Sources & Methodology →
The 5-Pillar Brief
Monthly Sector Data, Straight to Your Inbox
One email a month — the sourced figures driving AI, Real Estate, Blockchain, Agriculture and Electric Vehicles. No noise, just the data we act on.