BREAKING
Temasek to Lift AI Weighting to 15%
0
B
S$ portfolio
0
%
1-year TSR
AI Exposure: 6% Now to 15% by 2031
AI now
6
AI 2031
15
0
B
AI now ($)
0
B
AI 2030 ($)
Two Pillars: AI and Private Credit
AI Push
6% to 15%
●
Cloud, models, apps
●
Anthropic and OpenAI
●
Nvidia, TSMC, Alphabet
Private Credit
2% to 5%
●
Aranda platform S$10B
●
Senior secured deals
●
Low double-digit yields
Watch the $75B AI Target Pace
AI NEWS BLITZ
Singapore's Temasek is planning a major expansion of its bets on AI and private credit.