Mizuho Analyst Warns of AI Bubble Burst in 2026

Mizuho Analyst Discusses AI Data Center Boom

Vikram Malhotra, a real estate analyst at Mizuho, appeared on ‘Squawk Box’ to address the rapid growth of AI data centers. He highlighted the potential for a significant boom as companies invest heavily in AI infrastructure.

Concerns Over AI Bubble in 2026

Malhotra expressed concerns regarding a potential AI bubble by 2026, suggesting that the current surge in AI investments may not be sustainable. He urged caution as the market evolves and companies navigate the complexities of AI deployment.