Temasek Holdings avoids crypto, targets 15% AI allocation by 2031, and backs European luxury and industrial names as long-term strategic bets.

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 CIO Rohit Sipahimalani warns US capital spending surge poses market risks as the fund hits a record S$518 billion portfolio with no crypto exposure.