The recent $600 billion investment deal between the U.S. and Saudi Arabia has made headlines for its size and scope—but the real story lies beneath. This is more than a geopolitical handshake; it’s a clear signal that we’ve entered the next major wave of artificial intelligence infrastructure: Sovereign AI.
Entire nations are now investing directly in AI capabilities, not just to stay competitive—but out of strategic necessity. As countries race to secure data independence, computing power, and technological sovereignty, we’re seeing a profound shift. Sovereign wealth is being redirected into AI data centres, silicon supply chains, and intelligent infrastructure on an unprecedented scale.
This validates a trend HALO has been focused on for years.
Sovereign AI: A $50 Billion Opportunity
According to Barron’s, the scale of opportunity is staggering. BofA Securities analyst Vivek Arya notes that new Sovereign AI deals could soon account for 10% to 15% of annual AI infrastructure revenues. In real terms, that could represent $50 billion a year for the likes of Nvidia, AMD, and other next-gen chipmakers and infrastructure providers.
This emerging category of AI investment underscores the long-term relevance of the HALO Artificial Intelligence Thematic Portfolio. These aren’t just stories anymore—they’re investment realities.
HALO's AI Portfolio: Ahead of the Curve
At HALO, we’ve been positioned for this moment for years. Our AI thematic portfolio, constructed in April 2018, was built to capture exactly these kinds of paradigm shifts. Over the past 12 months (18 May 2024 – 18 May 2025), this portfolio has delivered a 57.87% return, and since inception, it’s delivered a powerful 35.75% p.a.—a testament to both our research and our conviction.
We’ve recently highlighted quantum computing, humanoid robotics, and other transformational technologies. This isn’t science fiction anymore—it’s the future of global infrastructure, and the world is building it today.
Get Access with HALO Global
If you want to invest in what’s next—whether it’s Artificial Intelligence, Tech Stars, or Defense & Aerospace—HALO is the platform to do it. Contact the HALO team today to book your free demo and start your journey with us.
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HALO Technologies Pty Ltd ABN 54 623 830 866 is a Corporate Authorised Representative No 1261916 of Macrovue Pty Ltd ABN 98 600 022 679 AFSL 484264. Macrovue Pty Ltd is a wholly owned subsidiary of HALO Technologies Pty Ltd.
Quantum Computing: The Next Big Leap in Tech –...
