Abu Dhabi’s Mubadala Investment Company has emerged as the most active sovereign wealth fund globally, underscoring the growing influence of Gulf capital in shaping future-focused industries such as artificial intelligence, digital infrastructure and advanced technology.
According to recent global investment data, Mubadala took centre stage among sovereign wealth funds in 2025, committing $12.9 billion to artificial intelligence and digitalisation while completing approximately 40 transactions valued at $32.7 billion. When one-off mega-deals are excluded, Mubadala ranked ahead of peers in terms of deal activity, cementing its position as a key driver of global investment flows.
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A Strategic Shift Towards Future-Ready Sectors
Sovereign wealth funds worldwide now manage an estimated $15 trillion in assets, reflecting both strong market performance and a deliberate shift towards long-term, technology-driven growth strategies. In 2025, state-owned investors significantly increased allocations to sectors such as AI, data infrastructure, logistics, renewable energy and advanced manufacturing.
Mubadala’s investment strategy aligns closely with this global pivot. The fund has prioritised scalable, innovation-led sectors that support economic diversification while positioning Abu Dhabi as a global hub for next-generation industries.
Gulf Capital Reshapes Global Investment Flows
The rise of Mubadala highlights a broader trend: Gulf sovereign wealth funds are playing an increasingly decisive role in global capital deployment. The seven largest Middle Eastern sovereign funds accounted for a substantial share of global sovereign investment activity in 2025, marking a historic high.
While the United States remained the leading destination for sovereign capital particularly in digital infrastructure and private technology assets emerging markets saw a moderation in inflows, reflecting investors’ preference for scale, technological depth and regulatory certainty.
Strengthening Abu Dhabi’s Position as a Global Investment Hub
Together with entities such as the Abu Dhabi Investment Authority (ADIA) and ADQ, Mubadala’s sustained investment momentum has strengthened the UAE’s standing as a global centre for sovereign capital and state-backed investment strategies. This coordinated approach has allowed Abu Dhabi to influence investment patterns across a wide range of industries, from cleantech and logistics to AI and advanced manufacturing.
What This Means for Global Businesses and Investors
For corporates, startups and institutional investors, Mubadala’s growing activity signals:
- Increased availability of long-term, patient capital for technology-driven ventures
- Stronger competition for high-quality assets in AI and digital infrastructure
- A continued shift of global investment influence towards the Middle East
As sovereign wealth funds deepen their role in shaping innovation ecosystems, Mubadala’s leadership in 2025 reflects how state-backed investors are no longer passive capital allocators but strategic architects of the global digital economy.
