Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why heightened AI safety concerns could boost demand for cybersecurity and why she doesn’t expect the debate to derail funding or anticipated AI IPOs. She joins Ed Ludlow on “Bloomberg Tech.”
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@spanishsaffron
September 18, 2026 at 5:11 pm
AI safety my a**. Scam & Dario want successful IPO exit money, trying to force government into regulating (and hence funding them). Open source is coming for them.
@matthew.stevick
September 18, 2026 at 5:59 pm
bloomberg did a good job this week, did not fall into the doom trap. thanks!