Insights · 2026-03

Sovereign digital infrastructure is a new asset class

AI-driven compute demand and data-sovereignty requirements create demand for secure, energy-co-located infrastructure in locations that cannot be replicated.

The AI economy requires compute located next to power, and national data-sovereignty requirements are turning secure digital infrastructure into a distinct, defensible asset class. The right geographies cannot be replicated — first-mover positioning creates durable moats.

Our thesis connects the energy and digital sides of the same transition: renewable generation, storage that balances it, and compute that consumes it on-site. In Turkey, we focus on sovereign-grade data infrastructure where location and structure compound into lasting advantage.