Even AI’s most enthusiastic backers are beginning to confront an uncomfortable truth. Signs of an economic bubble are flashing, and the stakes extend beyond Silicon Valley. If the AI boom falters, will the broader U.S. economy stumble with it? That question is no longer theoretical. It’s a concern voiced by investors, economists, CIOs and business leaders across the country.
Jeremy Kranz, founder and managing partner at Sentinel Global, said that it’s “hard to be definitive about AI holding up the entire economy,” but the sector’s circular…

