Singapore state investor Temasek plans to lift its direct AI exposure from about 6 percent of its current portfolio to 10-15 percent by March 2031. In a statement on Wednesday regarding its Temasek Review 2026, CEO Dilhan Pillay said “the remaining 85 percent of our portfolio must be focused on AI adoption for competitiveness.” With a net portfolio value of S$518 billion ($402 billion) as at 31 March 2026, the target implies an AI net worth roughly S$52 billion to S$78 billion at current valuations, up from about S$31 billion now. Temasek’s disclosed AI exposure spans the full technology stack, including positions in energy and data centres, semiconductors, cloud services, foundation-model developers, and AI applications. It organized its approach around four reinforcing pillars: AI-Enabling Ourselves, AI-Proofing Our Portfolio, Scaling Our AI Exposure, and Supporting AI Diffusion. Pillay emphasized that the most enduring value from AI will come from how the technology is adopted and applied at scale, noting that the remaining roughly 85 to 90 percent of the portfolio must become AI adopters to stay competitive.