Pension Funds and Sovereign Wealth Enter Data Center Market as AI Compute Becomes Strategic Infrastructure

CPP Investments' C$1 billion India data center commitment signals a broader shift in how long-duration institutional capital views compute infrastructure. Pension funds and sovereign wealth funds are now treating data centers as strategic assets rather than yield plays, driven by AI workload demand. The move reflects capital reallocation patterns across Asia-Pacific that exceed any prior cycle, as global investors lock in positions before available capacity tightens further.