Forrester Research finds that the artificial intelligence bubble is real, but a broad crash is not imminent. In the second quarter of 2026, its model measured infrastructure supply pressure at 4.95, compared with 3.44 for demand absorption. The absence of a crash is largely attributed to the financial strength of the companies funding this infrastructure, as roughly 90% of investment comes from the cash flow of large technology groups, whose financial health score fell from 82.1 to 79.1. Forrester nevertheless urges companies to monitor a sustained decline in that score and the gap between supply and demand. Businesses buying AI services should prepare for supply chain disruptions, price swings, and potential corrections by developing contingency and exit plans.
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