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

Macquarie has projected that the ongoing AI investment boom will not collapse suddenly but will instead experience a series of 'rolling bubbles' as various segments of the AI market fluctuate over time. This phenomenon is significant as it highlights the dynamic nature of technology investments, suggesting that while some areas may see rapid growth, others may cool off, indicating a complex landscape for investors. With global AI investment expected to reach approximately $850 billion by 2026, understanding these trends is crucial for stakeholders in the economy.