# Forrester urges firms to prepare for an AI infrastructure correction

- URL: https://talkfuse.com/story/the-ai-bubble-can-wait-but-your-exit-plan-cant/
- Published: 2026-11-09T14:02:00+00:00
- Updated: 2026-11-09T14:43:26+00:00
- Original publisher: The Register
- Original article: https://www.theregister.com/ai-and-ml/2026/11/09/the-ai-bubble-can-wait-but-your-exit-plan-cant/5308415
- Topics: AI, Technology

## Key points

- Forrester sees no imminent AI bubble burst.
- Weak demand could still trigger a market correction.
- Businesses should assess supplier risks and prepare exit plans.

## Summary

Forrester says an AI infrastructure bubble is not about to burst, but businesses should prepare for a possible market correction that could disrupt suppliers, contracts and prices. Spending on computing capacity has grown faster than measurable returns, and the outlook depends on whether companies find lasting value in AI beyond productivity gains.

Forrester estimates that about 90 per cent of the money funding today’s AI infrastructure comes from large technology firms using their own cash flow, with risks concentrated among financially strained builders and circular financing deals. It says investments would break even if AI added 5 per cent to US GDP by 2035, while projected productivity gains account for about two percentage points, leaving roughly $1.3 trillion in value to come from elsewhere. Businesses are advised to track supplier finances, test plans for service disruptions and know what workloads they could move or drop.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.