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AI ROI to Drive Capex Spending: Dudley

Bloomberg Technology Tuesday 08 September 2026, 14:47 UTC 1 min read
Key Points

Katrina Dudley, Senior Investment Strategist at Franklin Templeton Public Markets, discusses the returns on AI spending being pushed out further and the justification for infrastructure spending. She speaks to Bloomberg's Vonnie Quinn and Bailey Lipschultz on "Open Interest."

Katrina Dudley, Senior Investment Strategist at Franklin Templeton Public Markets, discusses the returns on AI spending being pushed out further and the justification for infrastructure spending. She speaks to Bloomberg's Vonnie Quinn and Bailey Lipschultz on "Open Interest." (Source: Bloomberg)
Dudley Katrina Dudley (PERSON) Senior Investment Strategist (ORG) Franklin Templeton Public Markets (ORG) AI (ORG) Bloomberg (ORG) Vonnie Quinn (PERSON) Bailey Lipschultz (PERSON)
Originally published by Bloomberg Technology Read original →

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