Artificial intelligence (AI) companies have attracted a wealth of investments, but the bubble could soon burst, according to Matthias Geissbühler, head of investments at Switzerland's Raiffeisen bank. + How US heavyweights can help grow the Swiss AI sector "As early as autumn 2025, I had warned of a bubble forming," the expert said in an interview with the AWP news agency. Although it is not possible to estimate the exact timing, Geissbühler believes the risk would be high "over the next two or three quarters". The specialist bases his assessment on various developments in the sector. “One indication could be the slowdown in investment,” he explains. “Meta, for example, recently announced its intention to sell computing power, as it appears it will not be able to utilise the planned infrastructure itself. To me, these signals indicate that we have reached a very advanced stage of a cycle.” “Over the coming quarters, the major hyperscalers [cloud service providers that operate huge ...
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Swiss bank sounds warning over AI investing bubble
Published on July 9, 2026
Permanent link to this article: https://snbchf.com/2026/07/swiss-bank-sounds-warning-ai-investing-bubble/
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