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Mubadala broadens AI funding as valuations test capital capacity

Nishtha Asthana
The Abu Dhabi sovereign fund is using partnerships to expand its AI investment while spreading exposure across data centres, language models and applications.
Mubadala broadens AI funding as valuations test capital capacity
Key Points
  • Mubadala is actively but cautiously investing across the entire AI value chain, framing this within broader global themes like energy transition and shifting supply chains.
  • The fund maintains a continuous investment cycle by deploying and realising roughly 10% of its assets annually, prioritising concentrated portfolios and resilient business models.
  • Increasing investment exposure to Asian markets, particularly China, India, Japan and South Korea, remains a major strategic priority for the fund's future growth.

Mubadala, a sovereign wealth fund owned by the government of Abu Dhabi, is using partnerships to expand the capital available for AI investments at current valuations. Its approach spans data centres, language models and applications, spreading investment across the technology’s value chain.

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