Time Magazine: 'We Must Prepare For an AI Bubble Now' — $670B Capex vs 'Basically Zero' GDP Return

TIME·high signal

Time published a major policy editorial on March 26 arguing that policymakers must develop contingency plans for an AI crash now, not after it happens. The piece cites J.P. Morgan's forecast of $5 trillion in AI infrastructure spending through 2030 and Goldman Sachs data showing AI contributed 'basically zero' to US GDP growth in 2025, creating what analysts call a Grand Canyon-sized gap between infrastructure investment and actual AI revenue ($25B OpenAI + $19B Anthropic ARR combined).