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Chapter 12 — Technology
Technology

The Rise of Sovereign Tech Funds and Strategic Innovation

SWFs near $15 trillion AUM. Sovereign cloud investment at $80 billion in 2026 — a record.

SS
Mr. Saurabh Sharma
Policy Analyst, World Development Council
February 2026 · 10 min

Countries use sovereign tech funds to strengthen semiconductors, AI, defence, and clean energy capabilities.

Capital is being deployed not only for return on investment, but for return on resilience, control, and strategic autonomy.

U.S. STRIDE Act

International semiconductor cooperation framework. Government minority stakes in 15+ critical tech companies.

India AI-Native

₹1,000 crore IndiaAI Mission. ISM 2.0. Tax holiday until 2047 for foreign cloud/AI data centers. ₹1 lakh crore RDI Fund.

Sovereign TechAISemiconductorsIndiaAI

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Abhimanyu Sharma Mar 18, 2026
Geopatriation trend creates massive opportunity for Indian cloud providers.
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