# Temasek Plans to More Than Double AI Exposure by 2031

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/27228
Published: 2026-10-07T04:39:44.000Z
Updated: 2026-10-07T04:39:44.000Z
Section: Business

> The Singapore state investor aims to raise AI-related exposure from 6% to as much as 15% of portfolio value while preparing for inflation and trade risks.

Temasek plans to more than double its stated artificial intelligence exposure by 2031 as the Singapore state investor builds a portfolio designed for changing growth, inflation and trade conditions.

AI-related exposure represented 6% of Temasek’s portfolio value as of March 31, 2026. The firm aims to raise that share to as much as 15% by March 31, 2031, excluding AI exposure held through its Singapore-based portfolio companies.

Temasek’s net portfolio value stood at about $401 billion as of March 31, 2026. Its one-year total shareholder return reached 10.5% in Singapore-dollar terms and 14.8% in U.S.-dollar terms.

The investment focus includes AI, core-plus infrastructure and private credit. Temasek’s AI strategy covers energy and data centers, semiconductors, cloud-service providers, foundation models, applications and software infrastructure.

Rohit Sipahimalani, Temasek’s chief investment officer, said the firm aims to build a portfolio that can withstand different growth and inflation regimes, trade tensions and developments in AI.

“We aim to build a resilient and forward-looking portfolio that can weather different growth and inflation regimes, trade tensions and developments in AI,” Sipahimalani said.

The regional outlook remains sensitive to the AI investment cycle. Growth across the ASEAN+3 region could slow to 2.5% in 2027 under an adverse technology scenario involving weaker global AI investment, compared with a 4.0% baseline forecast made in July.

An October outlook projected ASEAN+3 growth of 4.1% in 2027 and inflation of 1.7%. The forecast remains sensitive to AI-related demand, energy costs and food-price pressures.

Temasek invested S$51 billion and divested S$31 billion during the financial year ended March 31, 2026. It also plans to continue deploying capital for a low-carbon economy while seeking to benefit from AI opportunities and manage related risks responsibly.