Ignoring the Panic: Sovereign Fund Temasek to Double AI Investment Share

While retail investors and Western central banks discuss a bursting bubble, institutional capital is increasing its positions. On July 8, 2026, Singapore's sovereign wealth fund Temasek Holdings, managing hundreds of billions of dollars in assets, published its Temasek Review 2026 report.

The fund officially announced a strategic maneuver: the share of AI assets in its portfolio will be sharply increased from the current 6% to 10–15% by 2031. This signal is critical for macroeconomics. Sovereign funds do not invest in hyped chatbots; they buy fundamental infrastructure (data centers, energy, semiconductors). Temasek's decision proves that "smart money" views artificial intelligence not as a temporary trend, but as a new basic utility on the level of the internet or electricity. Short-term market drawdowns are used by major players purely as entry points to buy assets at a discount.

Source: Temasek / Reuters