Reddit
reddit.com › r/explainlikeimfive › eli5 what is the ai bubble and the ai bubble burst? i've searched up stuff about it but still struggle to understand
ELI5 what is the ai bubble and the ai bubble burst? I've searched up stuff about it but still struggle to understand : r/explainlikeimfive
December 6, 2025 - If the general public knew how much (or had to pay for) each Google search, or simple query in ChatGPT, the bubble would have burst before it started. ... it’s an illusion that AI is very good.
ongoing theorised stock market bubble
Wikipedia
en.wikipedia.org › wiki › AI_bubble
AI bubble - Wikipedia
4 days ago - The AI bubble is a theorised stock market bubble growing amid the current AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. Speculation about a bubble largely originates from concerns that leading AI tech firms are involved ...
What's the deal with the AI bubble?
Having working with networking so far. I feel AI is a tool more than anything and for IT I think it’s harder to replace than say regular customer support agents. I’ve seen hallucinations for programming code for automation. I’ve asked ChatGPT to give me ccnp level labs on certain networking protocols I’m studying and it cannot make a competent lab. It’s sloppy and it makes no sense still. If something goes awry and there’s no network engineer. Good luck fixing that shit with an LLM. More on reddit.com
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September 30, 2025ELI5: What does the AI Bubble mean?
Welcome to the r/ArtificialIntelligence gateway Question Discussion Guidelines Please use the following guidelines in current and future posts: Post must be greater than 100 characters - the more detail, the better. Your question might already have been answered. Use the search feature if no one is engaging in your post. AI is going to take our jobs - its been asked a lot! Discussion regarding positives and negatives about AI are allowed and encouraged. Just be respectful. Please provide links to back up your arguments. No stupid questions, unless its about AI being the beast who brings the end-times. It's not. Thanks - please let mods know if you have any questions / comments / etc I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns. More on reddit.com
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October 11, 2025What do people mean when they say the Ai bubble is going to pop?
They mean that the companies working on AI future, be that by producing chips, building datacenters or making frontier models, are valued very highly by the market. If the investors do not see the reality matching the expected results, the price might change rapidly. So rapidly, that it looks similar to a sudden drop in surface tension and pressure when a bubble pops.. More on reddit.com
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December 8, 2025Most "AI Bubble" posts in a nutshell
If you think a whole economic sector is the same as one single company, ok, but they are not More on reddit.com
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September 14, 2025Videos
22:23
Let's Talk About the AI Bubble - YouTube
19:40
The Exact Moment The AI Bubble Burst… - YouTube
14:26
Everyone Knows It's a Bubble. What Happens Now? - YouTube
17:08
Is the AI Bubble About to Burst? | Henrik Zeberg | TED - YouTube
17:37
AI Bubble About to Burst? Boom or Crash Next in 2026 - YouTube
13:25
The AI Bubble is Bursting… Here’s How to Profit From It - YouTube
Yahoo! Finance
finance.yahoo.com › news › ai-boom-bubble-waiting-pop-140007495.html
Is the AI Boom a Bubble Waiting to Pop? Here’s What History Says
1 week ago - One simple way of gaging whether the AI-fueled tech rally has gone too far or too fast is to compare it against past bull runs. Looking at 10 equity bubbles from around the world since 1900, they lasted just over two-and-a-half years on average with a trough-to-peak gain of 244%, according to research by Bank of America strategist Michael Hartnett.
Yahoo! Finance
finance.yahoo.com › news › asked-chatgpt-happen-stock-market-145705424.html
I Asked ChatGPT What Will Happen To the Stock Market If the AI Bubble Bursts
2 weeks ago - If the market decides these large AI players are overvalued, those big company stocks will be the first to see a rapid decline as well as any company heavily tied to AI infrastructure, ChatGPT said. Because these companies now make up a huge share of the market, a correction in even a handful of them could lead to a fall in both the S&P 500 and Nasdaq. This could lead to an environment similar to the dot-com bubble burst of the early 2000s.
Yale Insights
insights.som.yale.edu › insights › this-is-how-the-ai-bubble-bursts
This Is How the AI Bubble Bursts | Yale Insights
October 8, 2025 - The meteoric rise can be primarily explained by the increased focus of venture organizations, such as Andreessen Horowitz and Y Combinator, on AI startups and the mindboggling valuations of those emerging companies. Under such exuberant conditions, Patricof reflected, “There will be winners and losers, and the losses will be pretty significant.” · The warnings of exuberance may be mounting, but how the bubble ...
The Guardian
theguardian.com › commentisfree › 2025 › dec › 23 › artificial-intelligence-ai-bubble-bursts-humans-take-back-control
When the AI bubble bursts, humans will finally have their chance to take back control | Rafael Behr | The Guardian
2 weeks ago - The irrational exuberance of the AI boosters and their cynical coupling with the Trump administration is a familiar story of human greed and myopia, not a new stage in evolution. The product is truly phenomenal but flawed in ways that encode the deformed character of its progenitors, whose talents are salesmanship and financial engineering. They have built spectacular engines that prioritise a brilliant performance of intelligence over the real thing. The real bubble is not stock valuations but the inflated ego of an industry that thinks it is just one more datacentre away from computational divinity.
Penn Today
penntoday.upenn.edu › news › there-ai-bubble-and-what-happens-if-it-bursts
Is there an AI bubble and what happens if it bursts? | Penn Today
1 month ago - Wall Street rides an AI-fueled rally that has pushed major indices to new highs that’s driven largely by a handful of dominant tech firms. As enthusiasm around artificial intelligence reshapes markets and concentrates risk, questions are mounting about whether the surge reflects durable growth or the familiar shape of a speculative bubble. Wharton finance crises expert Itay Goldstein explains how bubbles form, why they can be so dangerous, and what today’s AI boom shares—and does not—with past market madness like the one described in “The Big Short.” (Image: Getty / Spencer Platt)
Harvard Gazette
news.harvard.edu › gazette › story › 2025 › 12 › should-u-s-be-worried-about-ai-bubble
Should U.S. be worried about AI bubble? — Harvard Gazette
4 weeks ago - Tech giants Amazon, Meta, Alphabet, Microsoft, and Oracle have been investing billions of dollars in a race to build out their artificial intelligence ventures in the last year, further stoking Wall Street fears of a bubble capable of disrupting the entire economy. In this edited conversation, Andy Wu, Arjun and Minoo Melwani Family Associate Professor of Business Administration at Harvard Business School, explains why AI hyperscalers — firms that operate, or will need to operate, massive, global data centers — are taking on enormous liabilities and whether investors are right to worry about a possible AI bubble.
MIT Technology Review
technologyreview.com › artificial intelligence › what even is the ai bubble?
What even is the AI bubble? | MIT Technology Review
6 days ago - This story is part of MIT Technology Review’s Hype Correction package, a series that resets expectations about what AI is, what it makes possible, and where we go next. He compared the current moment to the dot-com bubble. “When bubbles happen, smart people get overexcited about a kernel of truth,” he explained.
The Guardian
theguardian.com › technology › 2025 › dec › 01 › ai-bubble-us-economy
The question isn’t whether the AI bubble will burst – but what the fallout will be | AI (artificial intelligence) | The Guardian
December 1, 2025 - Or is it more likely to look like the dot-com bubble, whose bursting produced a comparatively shallow economic downturn and ultimately gave the world the modern internet? As I pointed out in my last column about AI, Gita Gopinath, former chief economist of the International Monetary Fund, calculated that a stock market crash equivalent to that which ended the dot-com boom would erase some $20tn in American household wealth and another $15tn abroad, enough to strangle consumer spending and induce a recession.
ABC News
abcnews.go.com › Business › ai-make-big-profits-experts-weigh-bubble-fears › story
Will AI ever make big profits? Experts weigh in as bubble fears loom - ABC News
November 28, 2025 - Gary Marcus, a professor emeritus at New York University and author, who often criticizes hype surrounding AI, said in a Substack post in September: “It’s not going to be pretty when the music stops.” · A “bubble” is a term used to describe a market in which an asset’s price far outpaces its value on the market.
CFO Brew
cfobrew.com › stories › 2025 › 11 › 25 › the-ai-bubble-explained
The AI bubble, explained
November 25, 2025 - The more institutional investors get excited about something, the more likely the bubble is going to burst. We talk about retail investors being sheep. Institutional investors are the biggest sheep of them all because they have to live on mood and momentum. They’re so caught up in having to convince their clients that they have to have an AI name.
CBS News
cbsnews.com › moneywatch › should you worry about an ai bubble? investment pros weigh in.
Should you worry about an AI bubble? Investment pros weigh in. - CBS News
November 18, 2025 - Bubbles occur when stocks surge on inflated growth expectations that ultimately prove to be disconnected from a company's underlying fundamentals, a painful reality check that typically ends with overhyped shares falling back to Earth.
BBC
bbc.com › news › articles › cwy7vrd8k4eo
Google boss says trillion-dollar AI investment boom has 'elements of irrationality'
Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an "extraordinary moment", there was some "irrationality" in the current AI boom. It comes amid fears in Silicon Valley and beyond of a bubble as the value of AI tech companies has soared in recent months and companies spend big on the burgeoning industry.
Published November 18, 2025
CNBC
cnbc.com › 2025 › 10 › 21 › are-we-in-an-ai-bubble.html
Are we in an AI bubble? Here's what analysts and experts are saying
October 22, 2025 - He said that bubbles are defined by a vast gap between investment levels and the actual "credible expectations" for future profits. Bernstein pointed to OpenAI, which has already made around $1 trillion in AI deals, including a $500 billion ...
Reddit
reddit.com › r/itcareerquestions › what's the deal with the ai bubble?
r/ITCareerQuestions on Reddit: What's the deal with the AI bubble?
September 30, 2025 -
So I keep hearing about the AI bubble and that it'll burst soon but not sure what to expect?
If I understand it correctly, people are just saying companies are investing in AI, thinking it'll make a software instead of hiring an engineering team but they'll realise AI just spits out blobs of non functioning programs so they will need to hire back engineers. Maybe I got this wrong.
But anyway, I'm still afraid that this bubble will not burst or even if it does it won't really help that much so I was wondering what are things other people doing ro prepare?
I'm investing my time and money into learning and mastering networking because I think AI not only replaces it, but it relies heavily on it (like massive data centers). Any ideas around that?
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Having working with networking so far. I feel AI is a tool more than anything and for IT I think it’s harder to replace than say regular customer support agents. I’ve seen hallucinations for programming code for automation. I’ve asked ChatGPT to give me ccnp level labs on certain networking protocols I’m studying and it cannot make a competent lab. It’s sloppy and it makes no sense still. If something goes awry and there’s no network engineer. Good luck fixing that shit with an LLM.
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The general idea behind the AI bubble is that the money currently being invested into AI doesn’t match the revenue that’ll ultimately be generated from AI. Essentially AI has become a money furnace. Companies are shoveling all kinds of money into AI projects and they arent going to see the return on investment everyone is expecting. It’s similar in many ways to the dot-com bubble around 1999-2001. The internet revolutionized business, there is no doubt about that. But the amount of money investors were shoveling into stupid internet projects in the late 1990s ultimately didn’t give them the return on investment that was expected, and the bubble burst. Likewise… AI will likely revolutionize business. But a lot of investors are just shoveling money into AI projects that may not earn them the returns that are expected. The obviously question is how it impacts the job market for us, and I’m not sure anyone has that crystal ball.
The Conversation
theconversation.com › yes-there-is-an-ai-investment-bubble-here-are-three-scenarios-for-how-it-could-end-269525
Yes, there is an AI investment bubble – here are three scenarios for how it could end
3 weeks ago - This means, beyond a doubt, that the value of at least some AI-related stocks have a large bubble component. ... Asset price bubbles can be the market’s natural response to a shortage of assets. In a moment when the demand for assets exceeds the supply (especially for safe assets like government bonds), there is room for other, newer assets to emerge. This pattern explains the emergence of, for example, the 1990s dot-com bubble and the subsequent 2000s housing bubble.
Derekthompson
derekthompson.org › p › this-is-how-the-ai-bubble-will-pop
This Is How the AI Bubble Will Pop - Derek Thompson
October 2, 2025 - “She was like, ‘So we’re doing an AI company with the best AI people, but we can’t answer any questions.” Meanwhile, a recent analysis of stock market trends found that none of the typical rules for sensible investing can explain what’s going on with stock prices right now. Whereas equity prices have historically followed earnings fundamentals, today’s market is driven overwhelmingly by momentum, as retail investors pile into meme stocks and AI companies because they think everybody else is piling into meme stocks and AI companies. Every economic bubble also has tell-tale signs of financial over-engineering, like the collateralized debt obligations and subprime mortgage-backed securities that blew up during the mid-2000s housing bubble.
Reddit
reddit.com › r/artificialinteligence › eli5: what does the ai bubble mean?
r/ArtificialInteligence on Reddit: ELI5: What does the AI Bubble mean?
October 11, 2025 -
And what is implied if it "bursts"? I don't understand and I've been avoidant of AI as much as possible.
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Massive investments are being made into AI infrastructure and many, many AI startups. For example Nvidia's stock price is so high because people expect, or hope, that every country in the world will have multiple AI systems running at some points, and millions of (humanoid) robotics doing labour, constructing houses, etc. At some point these business models need to start making profits to recoup those investments.
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it's an investment bubble, valuations in overshoot, money will be lost by people who invested late chasing the wave, lots of AI companies will dissapear. it wont stop AI, the same thing happened with the internet. there was an investment bubble that burst in 2000, but the basic story was true, the internet was set to change the world and it did.
World Economic Forum
weforum.org › stories › 2025 › 10 › artificial-intelligence-bubble-dot-com-tulip-mania
What we mean when we talk about an AI 'bubble' | World Economic Forum
Peaks in “AI bubble”-related content correspond to head-turning news events. There was the CEO of Chinese search giant Baidu comparing the current situation to the dot-com era in October 2024. Then Ray Dalio, an investor who predicted the global financial crisis, made his own connection between AI exuberance and the dot-com days in January.