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| 25 Sep 2026 | |
| Written by ToucanTech Support | |
| On Global Markets |
Talk of AI's "P(doom)" has gone mainstream, but the worry in markets is more earthly: overvaluation, concentration and circular financing. Goldman Sachs projects AI capital spending rising from 1.8% of US GDP in 2026 to 2.8% in 2028.
The Finance Panel agreed, decisively, that the AI boom has concentrated tail risk - 94% agreement on a confidence-weighted basis, one of the most one-sided polls the panel has produced. 69% agreed that vendor financing from chipmakers adds risk.
On Global Markets, 11 September 2026. More...
