Franklin Templeton Analyst: AI Infrastructure Bull Run to Continue Through 2027

Katrina Dudley, a portfolio manager at Franklin Templeton, notes that the bull case for AI infrastructure spending is prevailing. She believes this investment theme is durable, lasting until at least 2027 and possibly beyond. This contrasts with earlier concerns about an "AI bubble," suggesting that Wall Street remains positive on underlying compute demand. For enterprises and developers relying on cloud computing, GPU rentals, or self-built data centers, this implies limited near-term cost reductions for hardware and compute power, urging proactive budget and architecture planning. For institutions investing in AI and infrastructure, the view reinforces the solid capital expenditure thesis for the sector.