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AI ROI to Drive Capex Spending: Dudley
Source: Bloomberg
Artificial IntelligenceTechnology & InnovationInfrastructure & DefenseAnalyst Insights
Franklin Templeton strategist Katrina Dudley said returns on AI spending are being pushed further into the future, highlighting a longer payback period for current investment. She also discussed the rationale for continued infrastructure spending, framing AI-related capital expenditure as strategically justified despite delayed returns.
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