BREAKING
Grantham Warns on AI Bubble Signs
0
B
4-firm AI spend 2025
0
%
AI capex / US GDP 2025
0
%
forecast 2026
Important Tech Is Bubble-Prone
2022 Bear Market Declines
S&P 500
25
Growth
35
Mag 7
50
From Monopoly to 'Lag 7'
Old Edge
Monopoly
●
Dominant positions
●
Strong margins
New Reality
Lag 7
●
Fierce AI rivalry
●
Only 2 beat S&P in 2025
Bubble Call or PermaBear?
AI NEWS BLITZ
Veteran investor Jeremy Grantham is breaking down warning signs in the AI spending boom.