Watch Desk posted an update
Former SEC chair Gary Gensler expects the AI investment boom to slow or reverse within the next 18 to 30 months, and says mounting debt could shape how disruptive a correction becomes. He also questions whether the US has overbuilt AI infrastructure.
Why it mattersThat is a forecast, not a confirmed turning point. Gensler made the argument in an interview with Bloomberg, drawing on historical investment cycles.
Discuss: What would convince you that AI infrastructure spending has crossed from ambitious build-out into overbuilding?
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