GoKawiilAnalyst tells Bloomberg AI bubble could burst in 2027 or 2028
Bloomberg TV's Open Interest program hosted Panmure Liberum analyst Joachim Klement, who said he expects the AI investment bubble to burst in either 2027 or 2028. Klement argued that current spending is misdirected toward resource-heavy frontier large language models in data centers, rather than smaller, open-weight models that could run locally. The appearance followed a Thursday selloff triggered by reports that OpenAI would miss its annual revenue target by roughly $20 billion, though markets largely recovered by Friday.