[Temasek Discloses Holdings in Anthropic and OpenAI, Portfolio Target to Increase AI-Related Assets to Up to 15%] According to a report by Jinse Finance on July 9, Singapore's sovereign wealth fund Temasek plans to significantly increase its investments in artificial intelligence (AI), aiming to raise the proportion of AI-related assets from the current approximately 6% to up to 15% by 2031. As of the fiscal year ending March 2026, Temasek's net investment portfolio value grew by 14.8% year-on-year in USD terms to approximately $400 billion, marking a record high for the second consecutive year. New investments include Anthropic, OpenAI, Luckin Coffee, and European luxury goods group Ermenegildo Zegna. Temasek CEO Dilhan Pillay stated that the rapid development of AI is entering a critical phase, bringing numerous new opportunities. The group plans to deploy funds across five areas, including energy and data centers, semiconductors, cloud service providers, foundational models, and AI applications and software infrastructure. Pillay emphasized that the group will not only invest in AI companies but also aims to accelerate AI adoption across its broader investment portfolio. In other words, up to 15% will be directly allocated to AI-related investments, while the remaining approximately 85%, though not necessarily AI companies, will also need to leverage AI to enhance competitiveness and operational efficiency.