Jul 21, 2026
Description (used on blogs &
websites):
In this episode of Talking
Markets with Franklin Templeton, host John Przygocki sits down
with Chris Galipeau, Head Market Strategist at the Franklin
Templeton Institute, and Putnam Investments portfolio managers Andy
O'Brien and Bobby Gray to explore artificial intelligence through
the lens of professional investors. What's driving the urgency
behind unprecedented AI capital spending? Will hyperscalers earn a
return on their massive investments? How is the infrastructure
buildout broadening beyond Nvidia GPUs? The guests also examine
emerging use cases across enterprise and consumer markets and
debate how early we are in this technological cycle.