Franklin Dampson: The bullish logic of AI infrastructure will continue until 2027.

Franklin Dutton's senior investment strategist Darley said that the bullish arguments for artificial intelligence infrastructure spending are currently outweighing the bearish arguments. She believes that this investment theme will remain resilient even after 2027, and may even continue into further years. "I think the resilience will last at least until 2026. We still have about half a year left, then it's 2027, and even until 2028."