AI-driven growth is rapidly taking on a more prominent role in the global economy, with investment in the technology increasingly shaping financial markets and expectations about future growth. Yet concerns over a potential market bubble, uncertainty around productivity gains and the uneven distribution of digital technologies raise questions about the macroeconomic impact of the current boom. Whether today’s investment will translate into sustained economic returns remains an open question.
This event discusses:
- Is the AI boom a bubble, a justified re-rating of the economy, or a mix of both?
- What do current valuations and levels of investment assume about AI’s economic returns?
- How is the AI buildout being financed, and where are the risks concentrated?
- Beyond the US and China, who has a meaningful stake in the AI economy, and on what terms?
- What would a sharp correction mean for growth, financial stability and the wider global economy?
- How are governments using policy, trade and industrial strategy to shape the outcome?
