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Sovereign wealth funds managing over $12 trillion are rotating out of concentrated public AI equities and into private credit and physical infrastructure, with private credit allocations up 22% to $180 billion. The record $40 billion acquisition of Aligned Data Centers by MGX, BlackRock, and the AI Infrastructure Partnership is the clearest signal yet that smart money thinks AI's returns accrue to the infrastructure layer, not just the model makers. Retail investors are largely locked out of tha