Overcapacity Risk in Data Centers and Chips

With the IMF warning that we’re in an AI bubble that could be worse than the dot-com crash if it bursts — and even OpenAI’s Sam Altman admitting the market is “kind of bubbly” — what happens to the global economy if the AI boom implodes?

Are we witnessing the next dot-com bust, or just the growing pains of a genuine technological revolution?

To discuss it all on the latest episode of The Fourcast, Matt Frei is joined from Silicon Valley by entrepreneur, author and futurist Jerry Kaplan, and from the World Bank Group annual meeting in Washington by our Economics Correspondent Helia Ebrahimi.