On October 7, 2026, at the Forbes Conference in Singapore, Ray Dalio warned that the AI bubble is close to bursting.
The catalyst? Rising borrowing costs. Big Tech is doubling down on bond issuances to fund massive hardware infrastructure, pushing global AI spending to a staggering $795B this year.
Dalio notes that bubbles burst when investors must convert paper wealth into real cash to cover debts.
❓ Are we approaching the financial breaking point for AI?
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