新加坡投资公司淡马锡的一位高管于周四表示，该国企投资者正努力增加对人工智能技术的投资敞口，因此并不担心推动人工智能建设超大规模企业的大规模支出水平。
Singapore’s Temasek is not worried about the massive levels of spending from hyperscalers powering the AI buildout, its executive said on Thursday, as the state investor works to increase its exposure to the technology.
淡马锡北美区负责人简·阿瑟顿（Jane Atherton）在波士顿举行的路透社美国投资峰会上表示，资助该基础设施的公司相信，随着人工智能的日益普及，这些大规模投资将产生风险调整后的回报。
Speaking at the Reuters Investment USA event in Boston, Temasek‘s North America Head Jane Atherton said the companies funding the infrastructure believe the large-scale investments will yield risk-adjusted returns with the growing adoption of AI.
阿瑟顿说：“支撑所有这些人工智能建设的是世界上一些最强大的资产负债表……我们对人工智能仍然抱有无比积极的态度。”
“Underpinning all of this AI buildout are some of the strongest balance sheets in the world… we remain incredibly positive on AI,” Atherton said.
全球债券抛售以及对货币政策收紧的预期，引发了人们对高利率时代科技巨头承诺的巨额支出可持续性的质疑。
A selloff in global bonds and expectations of tighter monetary policy have called into question the sustainability of the enormous spending commitments undertaken by tech giants in a high-interest rate era.
分析师预测，在资助昂贵的芯片和数据中心以满足海量计算需求的推动下，超大规模企业的资本支出到2027年将超过1万亿美元。
Analysts have forecast hyperscaler capex to surpass over $1 trillion by 2027, driven predominantly by the need to fund costly chips and data centres to satisfy massive amounts of compute.
淡马锡持有Anthropic和OpenAI的股份，是全球最大的主权投资者之一，其整体资产持仓价值约为4000亿美元。、该机构在美资产占其投资组合的26%，并在金融服务和技术领域的公司中拥有大量股份，其主要投资包括贝莱德、万事达卡和英伟达。
Temasek, which owns stakes in Anthropic and OpenAI, is one of the world’s largest state investors with overall holdings valued at about $400 billion. The firm’s holdings in the US accounts for 26% of the portfolio, with significant stakes in companies spanning financial services and technology, counting BlackRock, Mastercard and Nvidia among its major investments.
淡马锡今年早些时候制定了计划，拟在未来五年内将人工智能生态系统的投资在其投资组合中的占比从目前的约6%提高至多15%。
Temasek laid out plans earlier this year to increase its investment in the AI ecosystem to as much as 15% of the portfolio over the next five years, from about 6% now.
在一些领先企业呼吁放慢发展速度并警告称快速进展可能会招致人类灭绝的风险之后，关于人工智能发展速度的讨论已成为人们关注的焦点。
The conversation around the speed of AI development has taken centre stage after leading companies have called for a slowdown, warning that rapid advances could risk spelling the end of humanity.
阿瑟顿表示，人工智能安全问题需要由政府和开发该技术的公司来解决。阿瑟顿说：“我真的不知道如何为人类的终结定价，但如果它真的发生了，那就真的无所谓了。”
Atherton said the question of AI safety needed to be addressed by governments and the companies developing the technology. “I really don’t know how you price the end of humanity, except that if it happens, it won’t really matter,” Atherton said.