Forrester Model Shows AI Capacity Outpacing Demand Absorption

Forrester’s Nov. 5 assessment says an AI bubble burst is not imminent, while the firm’s public model overview shows infrastructure supply pressure exceeded demand absorption in the second quarter of 2026. The readings frame a gap between capacity being built and demand signals showing up in business activity. The model scored supply pressure at 4.95 on a five-point scale, compared with 3.44 for demand absorption, a 1.51-point spread. The nine-company financial-health basket scored 82.3 out of 100. Forrester places its green range above about 73, making this a group result rather than a statement about each company’s condition. The model’s Nov. 2 nowcast put the basket at 79.1, down from 82.1 on Oct. 29. Its likely range was 77.7 to 81.4.

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