Is there an AI bubble and will it pop next year?
Experts discuss what investors need to know for 2026 at the annual FT Money roundtable
Related reading
Is it a bubble?
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative
2026 predictions, part one
A strong economy, a bubble that doesn’t burst, and a bit of AI sanity
Year in a word: AI bubble
The high priests of Silicon Valley and Wall Street are beginning to acknowledge the excesses of Big Tech valuations
How the bubble bursts
AI-fuelled market euphoria is a new telling of an old story that will not play out differently this time, writes John Plender —…
Open source could pop the AI bubble — and soon
Valuations rest on the incorrect assumption that frontier model creators have built massive, durable moats
The AI boom is not a bubble
Valuations may be spectacular and a bust could come — but while there’s exuberance there is no mania or irrationality