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.
Macquarie predicts the current AI investment boom will not end with a sudden crash but rather through "rolling bubbles," where different segments of the AI ecosystem experience cycles of rapid growth followed by cooling. Global AI investment is set to hit around $850 billion by…
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