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[ARTICLE · art-81201] src=realclearmarkets.com ↗ pub= topic=ai-infrastructure verified=true sentiment=↓ negative

AI Boom = 1999 Capex and 2008 Credit

The AI boom mirrors the 1999 telecom bubble's overinvestment in internet infrastructure and the 2008 credit crisis, according to an analysis by investor.fm. The article warns that current AI infrastructure spending could lead to a similar market correction.

read1 min views1 publishedJul 31, 2026
AI Boom = 1999 Capex and 2008 Credit
Image: source

I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the 1999 overinvestment in internet infrastructure and the 2008 collapse of financial instruments that infected the banking and financial system.

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source & further reading
realclearmarkets.com — original article
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