AI investment ‘boom and bust’
The article discusses the current AI investment boom and its potential risks. Global investment in AI infrastructure is expected to reach $700 billion in 2026 and nearly $1 trillion in 2027. The International Bank for Settlements (BIS) reports that AI infrastructure investment has increased fourfold since 2023, outpacing previous technological innovation booms.
The AI ecosystem is highly competitive, with companies such as NVIDIA, AMD, Google, Amazon, and Microsoft driving aggressive investment. As of 2025, there are 1246 AI companies operating in 32 countries, with the US and Korea having the highest proportion of AI companies in their stock markets. The article warns that the AI boom may be unsustainable and vulnerable to collapse, citing the risk of overinvestment and the potential for a sharp decline in AI demand.
Written by urgent.news from Hankyoreh's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
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