In every era of transformation, there comes a moment when leaders must stop forecasting the future and start building it.
We are at one of those inflection points.
At the World Economic Forum in Davos, Mubadala’s Group CEO highlighted a defining reality: the pace of technological change — driven by #AI and #robotics — has outgrown traditional investment cycles. What once played out over decades is now assessed in five-year windows or less, as innovation moves faster than capital ever has before.
This is more than a change in timing. It signals a deliberate re-orientation of long-term capital toward the technologies shaping the next phase of global growth.
Why This Matters
For corporates, governments, founders and investors, this is not just a headline — it is a signal.
AI and robotics are no longer emerging technologies. They are core drivers of industrial transformation, productivity and competitiveness. Increasingly, institutional capital views these sectors not as speculative bets, but as long-term value engines.
When an investor with approximately USD 330 billion in assets under management — and a sovereign mandate to support diversification — doubles down on these areas, the message is clear: the future economy is being built now.
Mubadala’s Strategic Role
Often labelled a sovereign wealth fund, Mubadala is better understood as the investment engine behind Abu Dhabi’s long-term economic vision. With assets across more than 50 countries, it invests through four platforms: UAE Investments, Private Equity, Real Assets, and Credit & Special Situations.
Its portfolio is intentionally strategic and forward-looking, spanning semiconductors, advanced technologies, life sciences, infrastructure and industrial platforms — all critical to long-term economic resilience.
Beyond AI and Robotics
While AI and robotics are central, Mubadala’s strategy extends to where technology meets human wellbeing and productivity:
– Life Sciences & Healthcare: AI-enabled drug discovery, biotech platforms and next-generation healthcare delivery
– Advanced Manufacturing: AI and robotics redefining efficiency, precision and scale
– Emerging Markets: Africa and other growth markets as the next frontier of global integration
This is not about chasing the next unicorn. It is about shaping the next industrial era — where intelligent systems meet real-world execution.
We are at a moment where long-term capital aligns with technological inevitability.
Mubadala isn’t simply investing for returns; it is helping define the architecture of the future economy. The real question is no longer whether AI will transform industries, but how quickly organisations can adapt, build and lead in a world already being rewritten.