this post was submitted on 19 Aug 2026
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106
The AI Bubble Warning Just Came From Europe’s Central Bank (www.gadgetreview.com)
submitted 2 days ago by HaraldvonBlauzahn@feddit.org to c/technology@lemmy.world
13 comments fedilink hide all child comments
 

Passive investing turned everyone into a tech investor without anyone asking permission. That’s the uncomfortable reality your pension statement won’t spell out. Concentration risk isn’t theoretical — it’s sitting inside the funds you forgot you owned, quietly indexed to the same seven companies the ECB just flagged as the core of a potential AI Infrastructure financial stability problem.

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[–] PierceTheBubble@lemmy.ml 1 points 2 days ago

Interesting that Chart 1 a only shows data up to 2023, while data up to 2026 shows an even closer resemblance to the dot-com bubble and 2008 financial crisis; in terms of steepness of the growth. So the more linear growth seen since the 2008 financial crisis, really should be attributed to other (more legitimate) forces in the market; while this article should've really focused on the growth since 2022 (which it just barely does).