Barclays Says at the WEF There’s Unlikely to Be an AI Bubble
As global leaders gather in Davos for the annual World Economic Forum (WEF), senior economists are offering reassurance to investors watching the rapid rise in AI spending. According to Christian Keller, Head of Economics Research at Barclays Investment Bank, the current surge in AI investment appears fundamentally different from past market manias and is unlikely to end in a sudden collapse. Keller, speaking on a WEF podcast, noted that AI is already delivering tangible gains in productivity, a factor that helps explain elevated valuations across the technology sector. He pointed to a broader backdrop of geopolitical strain and a more fragmented world economy, set against…