# Federated Hermes CIO Sees Years Left in AI Boom

> Federated Hermes' CIO predicts AI infrastructure investment will last years before bubble risks rise.
- Title: Federated Hermes CIO Sees Years Left in AI Boom · TokenPost
- Summary: Federated Hermes' CIO predicts AI infrastructure investment will last years before bubble risks rise. Federated Hermes raised its 2026 S&P 500 earnings…
- Keywords: federated hermes, ai infrastructure, s&p 500, 2026 earnings, 2027 earnings, 2028 earnings, data centers, semiconductors, power, crypto, finance, Federated
- Source: TokenPost — https://tokenpost.com/news/investing/37237
- Published: 2026-10-22T00:43:17+00:00
- Read time: 1 min
- Topics: federated hermes, ai infrastructure, s&p 500, 2026 earnings, 2027 earnings, 2028 earnings, data centers, semiconductors, power, crypto, finance
## Federated Hermes CIO
Federated Hermes' chief investment officer for global equities believes AI infrastructure build-out has years to run before bubble risks intensify.
## 2026 S&P 500 Earnings
Federated Hermes raised its 2026 S&P 500 earnings estimate to $370 from $340 in September outlook.
## 2027-2028 Earnings Projections
The firm projects 15% earnings growth for 2027 and 2028, with S&P 500 targets of $425 and $490.
## Key takeaway

Federated Hermes raised its 2026 S&P 500 earnings estimate to $370 from $340, projecting 15% growth through 2028 as AI infrastructure builds.