As forecast first by World Pensions® experts, 2024 saw a substantial increase in pension and SWF investment in AI infrastructure assets including giant data centers and advanced microchip foundries: “the bedrock of the fifth industrial revolution” and the “main playground for the Sino-American great game” (Cold War 2). As we write these lines, Microsoft announced it was committing a whopping $ 80 billion to build new AI infrastructure assets in 2025, half of them in the United States, framing that strategic investment in distinct geoeconomic terms:

[a key] “priority for 2025 is the promotion of American AI exports. President Trump’s 2019 executive order rightly emphasized the need to promote an international environment that ‘opens markets for American AI industries while protecting our technological advantage in AI and protecting our critical AI technologies from acquisition by strategic competitors and adversarial nations’. Since then, the advent of generative AI has increased the importance of this priority. Even more critically, the rapid development of China’s AI sector has heightened competition between American and Chinese AI”

In the upcoming VdA roundtable held at the French Senate Friday 14th February 2025, we’ll be sharing the early results from our ‘Future of Retirement and Investing’ research primer co-authored with Lionel Tourtier, executive director, LT Savings Retirement & Growth Assn. (Génération ERIC), and the Hon. Nick Sherry, former pensions minister of Australia. That high-level event is chaired by Cédric Leboussi, founder & managing director, Vud’Ailleurs.com (VdA), the European online journal

Register: [email protected] Open only to pension/caisses de retraite administrators and board members (trustees), senior banking, asset management and insurance executives (CAC40, FTSE100 etc.) and financial journalists (limitations may apply)

We will explain notably why pension assets constitute “the new wealth of nations”, without which massive investments in tech including AI and advanced quantum computing etc. and solid economic growth “are almost impossible in the Age of Geoeconomics” (post-globalization, Trump White House).

Learn more: CityEvent.org