MGX 是阿布达比政府支持的 AI 投资载体，于 2023 年在 ChatGPT 上线后构想成立，正加速朝向资产管理规模超过 $100 billion 的目标迈进，并表示未来几年计划每年投入最多 $10 billion。其 AI 投资主管 Ali Osman 主张，这样的速度符合该产业的资本密集特性，并预测生成式 AI 可在 5 years 内达到 $700 billion 的市场规模，同时将 MGX 定位为阿联酋在 AI 影响力布局中的核心工具，因全球投资者与科技巨头正承诺对晶片、运算能力与资料中心投入愈来愈庞大的资金。

MGX 近期已披露的交易规模凸显其量体：它共同领投了 Anthropic 最新一轮融资（据报导为募资 $30 billion，投后估值 $380 billion），此前在 Anthropic 估值约 $17 billion 时就已取得曝险；Osman 引述 Anthropic 的营收运行率已升至 $14 billion。MGX 也持有 OpenAI 与 xAI 的股份，与 BlackRock 一同参与对 Aligned Data Centers 的 $40 billion 收购，合作推动 Intel 的 Altera 相关交易，并协助组建一个寻求为 AI 基础设施募资 $30 billion 的财团。在内部方面，它建立了约 20 家公司的投资组合；其员工数约有 1/3、约 30 人在纽约；并以 Databricks 为例指出，自 MGX 于 2024 年投资以来其估值已翻倍至 $134 billion，同时声称其避开更波动的类别，如建立在模型之上的消费者应用、类新云端算力租赁者，以及机器人、量子与能源供应商等领域。

"MGX 是阿布达比政府支持的 AI 投资载体，在 ChatGPT 上线后于 2023 年构想成立，正加速朝管理资产规模超过 $100 billion 的目标迈进，并表示未来几年计划每年投入最多 $10 billion。其 AI 投资主管 Ali Osman 认为这样的速度符合产业的资本密集特性，并预测生成式 AI 在 5 years 内可达到 $700 billion 的市场规模，同时将 MGX 定位为阿联酋（UAE）推动 AI 影响力的核心工具；在全球投资人与科技巨头对晶片、算力与资料中心投入愈来愈大资金之际，此布局更显关键。",

MGX, Abu Dhabi’s government-backed AI investment vehicle conceived in 2023 after ChatGPT’s launch, is racing toward a target of more than $100 billion in assets under management and says it plans to spend up to $10 billion per year over the next few years. Its AI investment chief Ali Osman argues the pace matches the capital intensity of the sector, forecasting generative AI could reach a $700 billion market within 5 years, and positioning MGX as a central instrument in the UAE’s push for influence in AI as global investors and tech giants commit ever-larger sums to chips, compute, and data centers.

MGX’s recent and disclosed deal sizes underline its scale: it co-led Anthropic’s latest round (reported as a $30 billion raise at a $380 billion post-money valuation) after previously gaining exposure when Anthropic was valued around $17 billion; Osman cited Anthropic’s revenue run rate rising to $14 billion. MGX has also taken stakes in OpenAI and xAI, joined BlackRock in a $40 billion takeover of Aligned Data Centers, partnered on a deal for Intel’s Altera, and helped assemble a consortium seeking to raise $30 billion for AI infrastructure. Internally, it has built a portfolio of about 20 firms; about 1/3 of its headcount is roughly 30 people based in New York; and it points to Databricks as an example where valuation has doubled since MGX’s 2024 investment to $134 billion, while claiming it avoids more volatile categories like consumer apps built atop models, neo-cloud compute renters, and areas such as robotics, quantum, and energy providers.

The strategy is framed as diversification across the “entire stack” to manage bubble risk even as MGX executives acknowledge potential capital loss if speculation unwinds, invoking comparisons to SoftBank’s $100 billion Vision Fund era while arguing AI funding needs will be measured in trillions. Political-financial ties also show the magnitude of capital at play: Sheikh Tahnoon’s broader sphere is described as a $1.5 trillion empire; Abu Dhabi’s investing ecosystem collectively oversees about $2 trillion in assets; MGX agreed to bankroll a separate $100 billion “Stargate” plan; it holds a $2 billion Binance stake; and it is linked to a reported $1.4 trillion US spending pledge, all against a backdrop of sovereign funds swelling to about $15 trillion. MGX emphasizes selectivity in infrastructure (contrasting an unknown developer’s remote data center with a zoned site backed by a 15-year contract) and denies a formal minimum check size, though an entrepreneur reported being told the fund would only invest $500 million or more.