State investor bets on data centers, chips amid concerns over tech bubble

The state investor sees the rapid advancement of artificial intelligence as a “pivotal phase” that will create vast opportunities.

Over the course of its financial year, Temasek recorded a gain of S$49 billion and a 10.5% total shareholder return.

State investor bets on data centers, chips amid concerns over tech bubble

Temasek is repositioning its China portfolio toward AI-related hardware and infrastructure, robotics, biotech, energy transition.

Temasek plans to increase its AI portfolio exposure to 15% by 2031, investing across the AI value chain. Read more at straitstimes.com. Read more at straitstimes.com.

Temasek boosts China investment by $8B, its largest in five years. China's 2026 GDP growth below 1% at 0.1% YES.

Temasek boosted China investments by $7.7 billion, hitting a record $324 billion portfolio, with plans to triple AI allocations to $75 billion by 2030.

Temasek plans to triple AI investments to $75B by 2030. Anthropic's valuation hitting $1.25T by December at 90.5% YES.

Temasek plans to triple AI investments to $75B by 2030 and launches an $8B credit platform. Anthropic's valuation hitting $1.25T by year-end at 90.5% YES.

Temasek, which owns stakes in Anthropic and OpenAI, also said its net portfolio value climbed to S$518 billion ($400 billion) last financial year, marking the second consecutive…

SINGAPORE, July 8 — Singapore state investor Temasek Holdings, one of the world’s top funds, said on Wednesday it plans to sharply increase investments in artificial...