DBS CEO Says Market Is Repricing AI Investment Risks
Tan Su Shan states that investors are demanding higher returns and more disciplined financing structures as the market reprices risks associated with AI investments.
Tan Su Shan, Chief Executive Officer of DBS Group Holdings Ltd., stated that the market is currently repricing risks associated with artificial intelligence investments. In an interview with Bloomberg Television on October 12, 2026, she noted that this shift is creating increased discipline in financing across the AI ecosystem.
Tan explained that investors are now demanding higher returns and more rigorous structures to ensure that significant capital expenditures generate long-term returns on investment. She emphasized that these measures are necessary to ensure that investments are capable of repaying debt, bond, or equity holders. Regarding the shift in investor behavior, Tan remarked, "The market has spoken."