Temasek Undeterred By AI Spending
Temasek expressed confidence in heavy AI spending by hyperscalers. The state investor plans to raise its AI exposure to 15 percent of its portfolio over the next five years.
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Singapore state investor Temasek is unconcerned by high AI infrastructure spending, targeting a portfolio allocation of up to 15% over five years. The firm manages $400B in assets globally with strong balance sheets backing its tech exposure. The stance defies broader market anxiety over debt-fueled technology investments in a high-interest-rate environment.
