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11111one11111@lemmy.world ⁨1⁩ ⁨day⁩ ago

I killed the js to remove the pop up blocking the article but Im not sure if this is the entire article:

The AI bubble is 17 times the size of the dot-com frenzy — and four times the subprime bubble, analyst says

Artificially low interest rates have stimulated investment into AI that has hit scaling limits, says research firm

Last Updated: Oct. 3, 2025 at 11:06 a.m. ET First Published: Oct. 3, 2025 at 6:53 a.m. ET

It’s not just a bubble but an epically sized one, an analyst argues. Photo: Getty Images

For good reason, it feels that the only major discussion in markets is whether AI is in a bubble or whether it’s actually the early innings of a revolutionary phrase.

So here’s another one, decidedly from the pessimistic camp. It’s a take from independent research firm the MacroStrategy Partnership, which advises 220 institutional clients, in a note written by analysts including Julien Garran, who previously led UBS’s commodities strategy team.

Am I missing the real article or is this the entirety of it?

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