Gulf Sovereign Wealth Funds Dominate Tech Investments Amid Global Market Recovery

Sovereign wealth funds have surged past $15 trillion in assets under management, with Middle Eastern state investors leading the charge in technology exposure. Abu Dhabi's Mubadala Investment Company deployed $12.9 billion into tech last year, followed by Kuwait Investment Authority ($6 billion) and Qatar Investment Authority ($4 billion). These three Gulf funds alone accounted for over a third of all state-backed digital investments globally.

The top seven Gulf funds collectively invested $126 billion in worldwide deals, representing 43% of total sovereign wealth capital deployments—a record high. Technology sectors absorbed the majority of this capital, particularly AI infrastructure, semiconductor chips, and data systems, as structural demand accelerates across these verticals.

Saudi Arabia's Public Investment Fund (PIF) claimed the largest single transaction with its $36.2 billion acquisition of Electronic Arts, while Mubadala set an internal record with 40 separate deals worth $32.7 billion. Beyond tech, sovereign investors expanded aggressively into real estate, infrastructure, and public markets.