IE University research says that, as geopolitical alignments shift, sovereign wealth funds are prioritizing strategic national objectives alongside returns and increasingly treating artificial intelligence and semiconductors as strategic assets. Fund

2026-07-11

IE University research says that, as geopolitical alignments shift, sovereign wealth funds are prioritizing strategic national objectives alongside returns and increasingly treating artificial intelligence and semiconductors as strategic assets. Funds with combined AUM above $15 tln are becoming an important source of capital for AI investment.