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