AIFortuneabout 3 hours ago
Strategist sees rolling sequence of AI bubbles
7 min read
Dhaval Joshi, formerly of BCA Research, says AI is a rapid-fire sequence of bubbles popping and inflating, not one giant bubble. Software, silver, and semiconductor booms have already busted. Joshi predicts AI capex peaks late 2026 or first half of 2027.
Level
Hype check
Tap to vote and see what everyone thinks.
Summary by ByteBrief
