Rule of 25 & 250 years of history suggests the AI bubble will not pop until the early 2030s

In the past 250 years the U.S. economy has absorbed spending on transformation technology equivalent to 25% of GDP before the bubble popped.

The 1860s railroad bubble popped after $2.5 billion was spent, **25% of GDP**

The 1920s electrification bubble popped after $26.1 billion was spent, **25% of GDP**

The 1990s internet bubble popped after $1.5 trillion was spent, **25% of GDP**

U.S. GDP today is $30 trillion so therefore AI spend needs to hit **$7.5 trillion to follow the rule of 2025.** it won't be until the early 2030s when we hit that number

Source:

https://www.barrons.com/articles/ai-capex-bubble-burst-stock-market-history-2f73a9e4?st=w6KQy9