What Needs To Happen For AI Wobble To Turn To Bust

By Anna Wong, Bloomberg chief economist

The selloff in the AI trade gathered pace this week, raising the question of whether a month-long wobble is turning into something more serious. Bloomberg Economics has argued that the AI capex boom is larger - and further along -  than the national accounts suggest. That also means the eventual bust may be closer than it looks.

Backlogs Put a Floor Under the Buildout