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Major Crypto Price Prediction ChallengeWorld Cup Predictions: 100,000 USDT DailyHTX Invites You to Share 600K USDT in Gift PacksFormer Fidelity fund manager George Noble has warned that an AI bubble c

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Former Fidelity fund manager George Noble has warned that an AI bubble crash could cause 17 times more damage than the dot-com collapse, which erased about $5 trillion from the Nasdaq.






Summary






George Noble warns an AI crash could cause 17 times more damage than the dot-com collapse.



Polymarket traders have raised the odds of an AI bubble bursting in 2026 above 17%.



Dalio and the U.S. Treasury identify liquidity and economic links as key risks.








According to Polymarket, the probability of an AI bubble bursting in 2026 has climbed above 17% after recently falling from 30% to 14%. Contracts using different resolution criteria placed the likelihood between 16% and 24% as traders weighed falling technology shares, revenue concerns, and weakness across global markets.



Noble tied his forecast to the large sums flowing into AI infrastructure, arguing that the financial fallout could extend far beyond technology companies if expected returns fail to arrive.



“The fallout from this could really be much more significant,” Noble said while discussing the rise in AI capital spending.


















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AI bubble odds have rebounded above 17%



Fresh pressure on semiconductor and technology shares has added to those concerns. The Wall Street Journal reported that U.S. stock futures fell on Thursday as AI-related anxiety spread from Asian markets, where SK Hynix and Samsung Electronics dropped almost 9%.



Both South Korean chipmakers plan to spend billions of dollars on semiconductor plants and AI capacity. Their declines came as investors questioned whether the revenue generated by AI services would justify the industry’s expanding infrastructure bill, according to the report.



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