EconomyPlease stop asking me when the AI bubble will pop

The writer says they cannot predict when the AI market might collapse. PIMCO CEO Emmanuel Roman warned of a downturn followed by problems and estimated that AI infrastructure could require $2 trillion in financing over five years. Apollo has also urged caution. The writer says major shocks, such as higher US rates, war or a eurozone crisis, could turn the market.

AImarket riskbondsPIMCO

TThe Verge★★☆☆☆2026-11-03 23:37Original