FT商学院

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

Anyone with an upturned glass to the door of the conference room we met in last week could have been forgiven for thinking we were rehearsing a scene from Macbeth.

“Bubble.” “Bubble.” “No.” “Not yet.” “No trouble.”

In fact, I had asked the panel of five experts gathered for FT Money’s annual investment roundtable the Big One: whether the valuations of AI companies are irrationally overinflated — and what were the chances it would all go pop next year?

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