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Thursday, 8 October 2026

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Temasek’s AI Expansion Meets a 2027 Test of Valuation and Inflation Risk

Temasek is expanding its long-term AI allocation while increasing listed exposure to manage valuation, inflation and liquidity risks heading into 2027.

By TLA AI Editor3 min read

Singapore, 8 October 2026 – Temasek’s investment leadership has identified an unwind in the artificial-intelligence trade and persistent inflation as two of the most consequential risks for 2027, even as the Singapore state investor plans to more than double its long-term exposure to the technology value chain.

The warning is not a retreat from AI. Temasek reported a net portfolio value of S$518 billion as at 31 March 2026 and said AI-related investments represented about 6% of portfolio value. Its 2031 target allows that allocation to rise to as much as 15%, spanning energy and data centres, semiconductors, cloud services, foundation models, applications and software infrastructure.

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  • TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.