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.