Economist: China's AI stock-market struggles warn of fading global AI enthusiasm

GaryMarcus · x · 2026-11-05

Gary Marcus reshares an Economist Buttonwood column, "China's AI stock-market struggles are a warning." The piece argues that enthusiasm for AI investment is cooling worldwide, with China potentially an early victim of the trend, and asks what happens when the supply of new tech catches up with demand. It frames China's struggling AI stocks as a warning signal for the broader AI investment cycle.

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