U.S. Public Pensions Gain $138 Billion From AI-Linked Stocks

Enna Lee

1 min read

U.S. Public Pensions Gain $138 Billion From AI-Linked Stocks

AI-linked equities account for about 8% to 10% of fund assets as political leaders scrutinize the industry’s social, regulatory and infrastructure impacts.

By Enna Lee

Published Oct 23, 2026, 2:26 AM EDT

A blank share certificate rests across a silicon wafer on stone / TokenPost.ai

U.S. public pension funds have gained $138 billion from AI-related stocks since 2022, while those equities account for about 8% to 10% of fund assets. The gains come as political leaders increase scrutiny of the AI industry.

That scrutiny centers on the sector’s social, regulatory and infrastructure impacts. The figures put pension funds’ investment gains alongside the growing political pressure facing the industry.

Enna Lee

Reporter

Enna Lee reports on investing and digital-asset markets for TokenPost. Send corrections or tips to info@tokenpost.com.