The $20 Trillion AI Crash: Tech Breaks, Credit Cracks, And The Canaries Are Screaming
Wargaming the AI crash
The AI investment boom has become one of the largest infrastructure projects in history, but questions around its sustainability are intensifying. TS Lombard models what happens if the boom turns into a bust: a potential $20 trillion equity wipeout, significant credit losses and a US recession. The surprising conclusion? The economic fallout may be considerably less severe than the market damage suggests.