Independent monitoring of the economics behind the AI boom.

It was created to answer a simple question: as investment in AI infrastructure accelerates, is that investment continuing to be supported by demand, monetisation and sustainable financing?

BoomRisk does not predict whether AI will succeed, declare that AI is a bubble, or forecast when markets will rise or fall. It monitors observable financial conditions across eight pressure tests and reports what the evidence currently shows.

BoomRisk uses publicly available information from company filings, government and institutional datasets, market data and other documented sources.

Its scoring rules, thresholds, source hierarchy, historical reconstruction and known limitations are published openly in the Methodology. Where reliable data is unavailable, BoomRisk identifies the limitation rather than presenting an estimate as fact.

The dashboard is updated as new evidence becomes available. Material changes to the underlying evidence can change individual signal scores and the overall BoomRisk reading.

BoomRisk is independently operated and is not affiliated with the companies, financial institutions or data providers referenced on the site.

BoomRisk does not provide investment advice, manage money or recommend securities. Its purpose is to make the financial conditions surrounding the AI investment cycle easier to observe and interrogate.

Accuracy matters. If you believe a source, calculation or interpretation on BoomRisk is incorrect, please contact us. Corrections to factual or methodological errors will be reflected in the relevant material.

For research, methodology, media or general enquiries, please use the Contact page.