US EditionInside the AI Bubble
5 Articles
5 Articles
Inside the AI Bubble
AI leaders, including Sam Altman and Sundar Pichai, keep talking about a bubble. But their firms are raising and spending more money than ever, with no plans to stop, and they’re spreading risk around the entire economy, writes John Herrman.
Bitcoin Plunges: Is the AI Bubble Bursting and Dragging Crypto Down in Late 2025?
Bitcoin has experienced a notable decline this week, sending ripples of concern across the crypto market. This downturn appears increasingly linked to growing anxieties surrounding a potential ‘AI bubble’ deflating in the broader technology sector. The correlation underscores the increasingly intertwined fortunes of cryptocurrency and traditional tech valuations as November 2025 draws to a close, forcing investors to grapple with systemic risks …
Innovation attracts hopes as much as excess. When a technology promises to transform the world, markets are swelling, discourses are burning and investors are flocking. This well-known mechanism is now active around artificial intelligence. Behind the enthusiasm, however, is a more deaf concern, that of a flight disconnected from economic realities. The spectrum of a turnaround is growing, fuelling the fear of an AI bubble. When the Internet exp…
What top technology leaders say about the ‘AI bubble’
Billionaire Bill Gates and OpenAI CEO Sam Altman think an AI bubble is forming, while Nvidia CEO Jensen Huang and AMD CEO Lisa Su don’t think so. The growing AI fever makes top business leaders worry that the bubble is about to burst. CEO OpenAI Sam Altman Sam Altman, CEO OpenAI. Image: TechCrunch The […]
“Irrational euphoria is the psychological basis of a speculative bubble.” Robert J. Shiller, Nobel Prize in Economics. In the last couple of years, we have witnessed an exorbitant growth in the valuation of technology companies, particularly those linked to artificial intelligence. Without claiming absolute equivalence, in many ways, the current growth reminds us of some episodes of the past of financial exuberance (paraphrasing Robert Shiller).
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