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1d ago

Franklin Templeton's Katrina Dudley Projects Strong AI Infrastructure Investment Through 2028

Jul 9, 2026
AI Summary

Katrina Dudley from Franklin Templeton believes that the case for investing in artificial intelligence infrastructure is strong and will likely continue through 2027 and into 2028. She emphasizes the durability of this investment theme amid ongoing discussions about its viability.

  • Katrina Dudley, an executive at Franklin Templeton, expressed confidence in the future of AI infrastructure spending.
  • She stated that the positive outlook for this investment theme is expected to last at least through 2026 and potentially into 2028.
  • Dudley shared her insights during an interview on Bloomberg Television.
ai infrastructureinvestmentbull caseartificial intelligencemarket trends