GIC (Government of Singapore Investment Corporation)
GIC Private Limited, Singapore; CEO Lim Chow Kiat, Group CIO Bryan Yeo. Manages Singapore's foreign reserves with a long-horizon, total-portfolio mandate.
GIC plays the AI trade primarily through private infrastructure and growth equity rather than a public US tech book: it is an investor in Equinix xScale and Vantage EMEA hyperscale data centers, EdgeCore (US), CETIN (EU) and Brazilian/SEA data-center JVs, and it led Anthropic's $30B Series G (Feb 2026) at a $380B post-money valuation. GIC explicitly invests the AI theme across PE, infrastructure and public equities — favoring the 'picks-and-shovels' compute/power layer while flagging public AI-name overvaluation. It is the more valuation-disciplined of the Singapore pair, deliberately wary of the AI bubble.
- Not open — Not an open-ended vehicle — analysis only, not an available allocation.
- Private marks — Material value sits in private marks that have not been exit-tested.
Top holdings
led $30B Series G — Feb 2026, $380B post-money — GIC's marquee frontier-AI bet
platform investor — Hyperscale AI/cloud capacity
platform investor — AI data-center buildout
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Our take
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