AINewsnow

AI ROI to Drive Capex Spending: Dudley

This story is from 2026-09-08. It is preserved in the archive; the latest stories are on the live feed.

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)

Read the full story at Bloomberg AI ↗

Timeline · 1 report

  1. 2026-09-08 14:47 · Bloomberg AI
    AI ROI to Drive Capex Spending: Dudley

More stories

  1. Anthropic says Claude 'leads' 26 percent of its AI R&D work — Engadget
  2. Gemini Hacked Three Companies in First Known Breakout by Google’s AI — Wall Street Journal Technology
  3. Introducing Astra for Law — OpenAI News
  4. Alibaba ships Qwen3.8-Omni-Flash to watch, listen and call tools — r/LocalLLM
  5. OpenAI reveals cases of ‘concerning’ AI behaviour as it announces new disclosure system — The Guardian AI
  6. What It Takes to Bring Up a Multi-Rack NVIDIA Vera Rubin NVL72 Cluster — CoreWeave Blog
  7. Novo Nordisk Will Use Anthropic’s Claude for Drug Research — Wall Street Journal Technology
  8. Optimizing agent system prompts with Amazon Bedrock AgentCore — AWS Machine Learning Blog

Get the daily brief of stories like this at 6:30 every morning →