
A former SWF managing director decodes how sovereign wealth funds, from Abu Dhabi to Beijing, are racing to own the global AI infrastructure stack.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 52 | Founded | 5 months ago | Last Issue | 6 days ago |
| Active | |||||

Issue 16 · August 27, 2026 · Your Private Research Desk for the China AI Ecosystem
TOC for this issue:
Beijing Signal is back after my summer trip. Just like the CXMT IPO covered by the Signal issue just before my travel (“Zero Global SWFs”), the latest blockbuster IPO of Unitree shows the same cap-table pattern: strategic shareholders (Meit...
This is the free executive summary. The complete issue — full deal-by-deal capital tables, the swing-nation governance tracker, and the complete AI SWF analysis — published August 5 to paid subscribers → [link to the full issue]
This issue...
August 5, 2026 · Your Private Research Desk for the Global Sovereign Capital Landscape
This issue draws on three moments from the past three weeks. On July 9, I argued in FT fDi Intelligence that AI-generated wealth needs its own sovereign...
I’m starting my summer travel this week and won’t be back in New York until August 20th. Beijing Signal and China AI Insider will pause for these few weeks — but the pipeline isn’t going quiet.
The first issue of Sovereign AI Outlook (quar...
Subscribers, engagement, traffic and sponsorship for SWF Sovereign AI.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
The only AI investor and SWF-focused NYU professor who's worked inside a major sovereign wealth fund — decoding sovereign AI capital
You can find recent issues that have been published by SWF Sovereign AI on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
To see how many people subscribe to SWF Sovereign AI, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
Newsletter advertising can be extremely effective when it's done right. Before you pitch SWF Sovereign AI as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact SWF Sovereign AI using the contact information provided and ask for a copy of their media kit.
Scroll up to where it says Related Newsletters to see other publications like SWF Sovereign AI. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.