The Ai Boom Wont Burst All At Once It Will Pop In Rolling Bubbles Macquarie
Economic Times
Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time.
Global AI investment has surged to about $850 billion in 2026, far exceeding historical technology booms.
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AI investment is not heading for a single crash but a series of 'rolling bubbles,' Macquarie says.
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