Skip to main content
BoF Logo

Agenda-setting intelligence, analysis and advice for the global fashion community.

What Happens for Luxury If AI Goes Bust?

Investors are worried about the scale and concentration of US’ AI investment ahead of Nvidia’s earnings Wednesday night. A correction would have big consequences for high-end brands. Plus: Kering’s leaked strategy memo, Azzedine Alaïa’s Dior archive, highlights from BoF VOICES.
US customers made up 24 percent of luxury goods sales in 2024.
US customers made up 24 percent of luxury goods sales in 2024. (Getty Images)

Chipmaker Nvidia’s earnings aren’t normally the biggest story in luxury. But this week, concerns about an AI bubble have reached a boil — with big implications for the key US market, whose resilience has been propping up luxury companies like

Please sign in to ensure you can read our agenda-setting intelligence, analysis and advice. Or get in touch at support@businessoffashion.com if you experience difficulties.

© 2026 The Business of Fashion. All rights reserved. For more information read our Terms & Conditions

More from Luxury
How rapid change is reshaping the tradition-soaked luxury sector in Europe and beyond.
view more
Latest News & Analysis
Unrivalled, world class journalism across fashion, luxury and beauty industries.

Who Won Fashion’s Red Carpet Season of Change

Sunday night’s Oscars concluded an awards season that fashion’s biggest labels used to show off their new creative game. BoF breaks down what we learned about brands’ celebrity strategies.


VIEW MORE
Agenda-setting intelligence, analysis and advice for the global fashion community.
CONNECT WITH US ON