Anthropic Investor Franklin: AI Safety Concerns Won't Slow Spending

Franklin Templeton portfolio manager Sarah Araghi said calls to slow AI development are unlikely to reduce infrastructure spending. Even if model training is restrained, growing inference demand will require massive compute, and AI safety concerns may boost demand for cybersecurity.

• Franklin Templeton: calls to slow AI won't cut infrastructure spending
• Rising inference demand will sustain need for large compute capacity
• AI safety concerns may increase demand for cybersecurity
• Araghi does not expect funding or expected AI IPOs to be derailed