AIThe Registerabout 13 hours ago
BIS warns AI bubble could trigger global recession
4 min read
The Bank for International Settlements compared the AI investment boom to the dotcom era and 1800s railway mania. BIS estimates the five largest hyperscalers will spend over a trillion dollars on AI capex in 2026. The report warns that excessive capital commitments outpacing earnings risk an investment reversal and economy-wide recession.
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