AI bubble fears are getting louder. Stocks tied to artificial intelligence continue to rise, yet every earnings cycle brings intensifying anxiety, especially around Nvidia and US tech giants such as Microsoft, Alphabet and Meta. Investors are scanning every signal for the earliest sign that the boom could be starting to unwind.
But they are looking in the wrong place. If the AI cycle is going to crack, the first signs will come from Asia.
Today’s AI mania certainly resembles past tech bubbles. There is intense hype, generous venture funding and a clear divide between investors who see an unsustainable surge in spending and those who insist that this is real transformation, big enough to justify aggressive investment.
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