‘Phenomenal’ Amount of Capital Going Into AI Could Be More Spread Out: Temasek CEO
He said AI funding is concentrating in chips and infrastructure, while Temasek weighs borrowing costs and broader adoption opportunities.
- On Wednesday , Billionaire Ray Dalio warned at the Forbes Global CEO Conference in Singapore that artificial intelligence is a "classic bubble" nearing a bursting point due to rising interest rates.
- Dalio stated that a "huge amount of debt" currently funds AI infrastructure, creating a cycle where bubbles prick when investors must sell wealth to access cash. The market approaches the phase where this debt-fueled cycle begins to pop.
- Temasek Holdings CEO Dilhan Pillay Sandrasegaran noted that capital flows heavily into chips and infrastructure but should spread to AI adoption. He highlighted this through Temasek's sale of an 82 per cent stake in Telemedia Global Data Centres to KKR and Singtel for S$6.6 billion .
- Sandrasegaran questioned whether inflationary pressures from AI infrastructure investments will raise capital costs. Business owners must consider different risk tolerance levels than typical investors, he added, noting the "morning after" when rotation ability differs.
- DBS Group CEO Tan Su Shan discussed driving AI adoption by allowing experimentation in safe environments with governance controls. DBS provides employees enterprise knowledge and policies to build their own AI agents, balancing innovation with necessary oversight.
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PressNewsAgency‘Phenomenal’ amount of capital going into AI could be more spread out: Temasek CEO
Temasek's Dilhan Pillay Sandrasegaran and DBS' Tan Su Shan spoke at the Forbes Global CEO Conference, where American billionaire investor Ray Dalio also warned of a "classic bubble".
Artificial intelligence is a “classic bubble” that is about to burst due to rising interest rates and the need to convert wealth into cash
This was stated by billionaire Ray Dalio, founder of America’s largest hedge fund, Bridgewater, Bloomberg reports.Dalio noted that a huge amount of borrowed funds is being raised to finance AI. At the same time, interest rates continue...
Billionaire investor Ray Dalio, founder of Bridgewater Associates, says a classic bubble has formed around artificial intelligence, which could soon come under serious pressure due to rising interest rates and shrinking market liquidity. We will also cover similar topics at our Portfolio Investment Day conference on October 21. One of the biggest investment events of the year is coming, where professional experts will tell you what is worth inve…
(Seoul = Yonhap News) Reporter Seol Won-tae = Ray Dalio, founder of Bridgewater Associates, the world's largest hedge fund, said that artificial intelligence (AI) is a "typical bubble"...
Ray Dalio, founder of Bridgewater Associates, warned that the boom of artificial intelligence resembles a classic bubble near the breaking point. The founder spoke on October 7, 2026 at the Forbes Global CEO Conference in Singapore, along with the leaders of Franklin Templeton, Temasek Holdings and Bangkok Bank. CoinCentral reported the statements of [...]
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