{"id":1017643,"date":"2026-06-30T08:00:24","date_gmt":"2026-06-30T02:30:24","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1017643"},"modified":"2026-06-30T08:14:34","modified_gmt":"2026-06-30T02:44:34","slug":"the-ai-boom-wont-burst-all-at-once-it-will-pop-in-rolling-bubbles-macquarie","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/06\/30\/the-ai-boom-wont-burst-all-at-once-it-will-pop-in-rolling-bubbles-macquarie\/","title":{"rendered":"The AI boom won&#8217;t burst all at once. It will pop in &#8216;rolling bubbles&#8217;: Macquarie"},"content":{"rendered":"<p>The AI investment boom is unlikely to end in a single dramatic crash; instead, Macquarie argues it will deflate through a series of \u201crolling bubbles\u201d as different parts of the AI ecosystem surge and then lose steam. <\/p>\n<p>Global AI-related investment is now running at about $850 billion in 2026, roughly $500 billion above the pre-AI trend, making it larger and faster than historic manias such as railways, canals, and the dot\u2011com boom, said Macquarie analyst Viktor Shvets in a report.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The AI investment boom is unlikely to end in a single dramatic crash; instead, Macquarie argues it will deflate through a series of \u201crolling bubbles\u201d as different parts of the AI ecosystem surge and then lose steam. Global AI-related investment is now running at about $850 billion in 2026, roughly $500 billion above the pre-AI trend, making it larger and faster than historic manias such as railways, canals, and the dot\u2011com boom, said Macquarie analyst Viktor Shvets in a report.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-1017643","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1017643","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1017643"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1017643\/revisions"}],"predecessor-version":[{"id":1017663,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1017643\/revisions\/1017663"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1017643"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1017643"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1017643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}