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Anthropic 投资人 Franklin：AI 安全担忧不会减缓支出
Franklin Templeton 投资组合经理、Franklin Venture Partner Sara Araghi 在 Bloomberg Tech 表示，前沿 AI 开发“放缓”的呼声不太可能转化为基础设施支出下降。她认为即使实验室放缓部分模型训练，不断增长的推理需求仍需要大量算力。她还提到 AI 安全担忧升温可能提振网络安全需求，且不预期相关争论会阻碍融资或预期的 AI IPO。
AI推荐理由 Bloomberg 视频中 Franklin Templeton 投资经理 Sara Araghi 判断，即便实验室放缓部分模型训练，推理需求增长仍将要求大量算力，AI 安全担忧不会拖慢基础设施支出，并可能提振网络安全需求。属于投资视角的产业判断，有明确观点但无具体数据支撑。
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正文
Sep 18th, 2026
Anthropic Investor Franklin: AI Safety Concerns Won't Slow Spending
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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