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Cloud Companies Already Seeing ROI: Franklin's Araghi
Bloomberg Technology· 2026-07-22 17:39
We're joined by Sara Araghi, senior vice president, portfolio manager, Franklin Equity, and a partner with Franklin Venture and an investor along the way with Anthropic. What what does that story signal to you. So of all, thank you again for having me here today.And so, you know, look. It's a it's it's a little bit more of the same here. We've heard we've seen Anthropic do deals with Broadcom, Google, all the players.They need more compute. And so this is just more of the same year. It shows that AMD is als ...