The AI boom won’t burst all at once. It will pop in ‘rolling bubbles’: Macquarie

June 29, 2026

Macquarie expects the AI investment boom to unwind through a series of “rolling bubbles” rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time. Global AI investment has surged to about $850 billion in 2026, far exceeding historical technology booms.

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