Former SEC Chair Gensler warns AI boom will pull back

Citing history, Gensler expects the current AI investment boom to slow or reverse within 18 to 30 months, with mounting debt shaping how disruptive the correction is. He also raised the possibility that the U.S. has overbuilt AI infrastructure, plus financial stability concerns.

• Gensler: Chinese models a big wrinkle for US AI firms2026-09-29
• What Wall Street really thinks about the AI trade now2026-10-29
• Tech Rally Stalls as Alphabet, Samsung Disappoint2026-10-29
• Anthropic warns staff visas could be targeted over AI policy stances2026-10-28
• Anthropic files for IPO expected in November2026-10-28