BIS Annual Economic Report 2026 [pdf]

"In the near term, the ongoing AI investment boom raises questions about the sustainability of the current economic expansion."

"Another risk is that the AI boom runs into a supply side roadblock. The AI buildout has recently been facing growing bottlenecks in electricity, advanced semiconductors and grid equipment."

"Historical episodes of investment booms offer instructive parallels (Graph 11.C)."

Time will tell

How much time

Maybe Graph 11.C holds clue