Please stop asking me when the AI bubble will pop
People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst. I'll tell you what I tell them: If I knew that, I would make a life-changing bet on the market, levered up as far as I could, and then, after I made my money, […]
People are constantly asking me when the AI bubble will burst. I tell them that if I knew the answer, I would invest heavily and retire on a beach. Bloomberg reported that Wall Street CEOs and big money managers are divided over AI risks at the 2026 Global Financial Leaders' Investment Summit in Hong Kong. PIMCO CEO Emmanuel Roman warned of a downturn in the AI market and uncertainty about how pricing and economics will evolve.
Meta recently drew $58 billion in orders for a bond offering, while Oracle and Alphabet are also issuing bonds for AI-related projects. The CEO of PIMCO estimates that the AI buildout could create $2 trillion in financing needs over the next five years. Other companies like Microsoft have also sold bonds for the first time in a decade. Despite the concerns, the market interest in AI debt remains strong.
Written by urgent.news from The Verge's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
