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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
3 weeks ago - As an example, he notes how the dot-com bubble of the late 1990s was painful for investors but relatively contained for the general public. “It was mostly a story about private capital chasing internet startups,” he says. “When it burst, households didn’t lose their homes, and the banking system stayed intact.” But, by contrast, the housing bubble of the 2000s had far-reaching consequences.
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MIT Sloan Management Review
sloanreview.mit.edu › article › five-trends-in-ai-and-data-science-for-2026
Five Trends in AI and Data Science for 2026 | Thomas H. Davenport and Randy Bean | MIT Sloan Management Review
2 days ago - The AI industry and the world at large would probably benefit from a small, slow leak in the bubble. Will this bubble burst? It seems inevitable to us that it will, and probably soon. It won’t take much for it to happen: a bad quarter for an important vendor, a Chinese AI model that’s much cheaper and just as effective as U.S.
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Nature
nature.com › news › article
If the AI bubble bursts, what will it mean for research?
November 19, 2025 - The rise in artificial-intelligence technologies is unprecedented, but some predict a stock-market crash that could have knock-on effects for funding and jobs. The rise in artificial-intelligence technologies is unprecedented, but some predict ...
Discussions

Everyone's wondering if, and when, the AI bubble will pop. Here's what went down 25 years ago that ultimately burst the dot-com boom | Fortune
The fucking irony of this disclaimer at the bottom of the article, considering its topic: For this story, Fortune used generative AI to help with an initial draft. An editor verified the accuracy of the information before publishing. More on reddit.com
🌐 r/technology
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September 28, 2025
What will happen when the AI bubble will burst? Who will lose the money?
The problem with the AI bubble is not the AI bubble. It is very concentrated and while it will affect some big companies, it is not that big. The big problem is that the economy has been in a recession for months - except that the AI bubble makes the numbers look like we are not. Basically everything is in a recession except the stocks that are part of the AI bubble. So when the AI bubble bursts we will see the full impact of the recession. And this is bad because the government policies have been carrying on as if we are not in a recession and making things worse. More on reddit.com
🌐 r/NoStupidQuestions
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November 16, 2025
If AI is a bubble, and the bubble bursts within the next year or two, what negative/positive effects would we likely run into?
Not too long ago we had a dot com bubble, and even though it burst we still have the Internet. People are (most likely) wildly overhyping AI, but the technology still has value, the ability to change a whole lot of things, and lots of room to grow. The inevitable crash of the investment bubble won't disappear AI, it will just separate the winners from the losers in the industry. More on reddit.com
🌐 r/Futurology
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October 4, 2025
Everybody talks about the AI bubble going to burst, but how? And what are the implications for the small investor?
As a retail investor who is not trading daily, this situation is extremely difficult and hard to predict when also just having a regular 9 to 5 job The question to ask is - is it something you even need to worry about? Markets have major downturns for all sorts of reasons. If not an "AI bubble" it can be whatever. Accept that as reality, acknowledge your time horizon, and invest accordingly. If you build a strong ship you don't need to worry about when the next wave will be. More on reddit.com
🌐 r/stocks
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Seeking Alpha
seekingalpha.com › home › market outlook › today's market
The AI Bubble Burst Phase One: Here's What's Coming Next | Seeking Alpha
2 weeks ago - This is likely the Phase one of the AI bubble burst, likely to lead to a reduced AI capex in the next Phase. The key issue going forward will be whether AI monetization can catch up with AI workload demand, which currently seems unlikely.
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Nasdaq
nasdaq.com › articles › i-asked-grok-what-will-happen-if-ai-bubble-bursts
I Asked Grok What Will Happen If the AI Bubble Bursts | Nasdaq
3 weeks ago - Catastrophic crash (25% to 35% probability): A full burst leads to recession, mass failures and trillions lost, but contained to tech. Soft landing (35% probability): Gradual 60% to 70% valuation decline over years, with AI “integrating ...
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BBC
bbc.com › news › articles › cwy7vrd8k4eo
Google boss says trillion-dollar AI investment boom has 'elements of irrationality'
Every company would be affected if the AI bubble were to burst, the head of Google's parent firm Alphabet has told the BBC.
Published   November 18, 2025
Find elsewhere
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Medium
wlockett.medium.com › the-ai-bubble-is-on-the-verge-of-bursting-1565b7b33ae7
The AI Bubble Is On The Verge Of Bursting | by Will Lockett | Nov, 2025 | Medium
November 18, 2025 - The big question has not been if the bubble bursts and the clown attacks, but when. You see, this bubble is now so enormous and so interconnected with our economy and financial systems (read more here) that when it bursts, it will damage everything.
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The Ringer
theringer.com › 2025 › 11 › 04 › tech › ai-bubble-burst-popping-explained-collapse-or-not-chatgpt
How Catastrophic Is It If the AI Bubble Bursts? An FAQ. - The Ringer
November 4, 2025 - Many have scrambled to incorporate AI into their operations, drawn by the promise of a technology that would cut labor costs and revolutionize productivity. Yet according to an MIT study released in August, 95 percent of businesses that have deployed generative AI have gotten no value from it. It's not clear that the AI bubble bursting would have a devastating effect on them either, at least directly.
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The Guardian
theguardian.com › technology › 2025 › oct › 23 › ai-bubble-economy-workers-wage-growth
Once the AI bubble pops, we’ll all suffer. Could that be better than letting it grow unabated? | AI (artificial intelligence) | The Guardian
October 23, 2025 - Former IMF chief economist Gita ... at the turn of the century, it would wipe out $20tn in wealth held by American households and $15tn in wealth held by investors in the rest of the world....
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GAI Audio Translation Archives
leonfurze.com › home › blog › what happens when the ai bubble bursts?
What Happens When the AI Bubble Bursts? - Leon Furze
October 17, 2025 - When the AI bubble bursts - and it will burst - CEOs will be dethroned. Companies will lose billions. The economy - particularly in the US - will take a catastrophic hit. Data centres will suddenly need to downsize their operations and close ...
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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 - Even though the job of Central Banks is not to control asset prices, they may need to consider raising interest rates to deflate the bubble before it gets too large. The more sudden the crash, the deeper and costlier any ensuing recession will be. ... The burst of the AI-bubble would be ugly if it shares more features than we imagine with the 2000s housing bubble.
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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 - Amodei estimates there is a 25% chance that AI will go “really, really badly.” Ironically, Musk’s Grok, xAI’s large language model, provided a recent example of what happens when tampering with the inner workings of AI models goes awry.
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Transformernews
transformernews.ai › p › what-happens-when-the-ai-bubble-bursts-crash
What happens when the AI bubble bursts? - by James Ball
October 16, 2025 - OpenAI’s Sam Altman has reportedly referred to an AI bubble, likening it to the dotcom boom, and agreeing investors are “overexcited about AI.” The Bank of England has warned of the potential for a “sudden correction” in the market — the nearest the august institution will come to using a word like ‘crash’ — “particularly for technology companies focused on artificial intelligence.” Others are spooked by what looks like circular investment and spending between Nvidia and some of its biggest customers.
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Forbes
forbes.com › forbes homepage › money › markets
AI Bubble May Burst, Wiping Out $40 Trillion From Nasdaq. Here’s What To Do
October 20, 2025 - With 95% of AI pilot projects failing ... is near. What could trigger a bursting of the AI boom? OpenAI needs to reach $125 billion in revenue just to break even—a target not expected until 2029, Reuters reported...
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Reddit
reddit.com › r/technology › everyone's wondering if, and when, the ai bubble will pop. here's what went down 25 years ago that ultimately burst the dot-com boom | fortune
Everyone's wondering if, and when, the AI bubble will pop. Here's what went down 25 years ago that ultimately burst the dot-com boom | Fortune : r/technology
September 28, 2025 - To think some kind of burst will get rid of AI is completely naive. If we're comparing to the dotcom bubble, the world remained forever changed even after 1999. All the trend chasing companies that shoehorned websites into their business model burned away, but companies that had real value remained, and their valuations recovered over time. Likely the same thing will happen to AI, the fundamental technology is here to stay.
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Stephen Diehl
stephendiehl.com › posts › ai_bubble
It Would Be Good if the AI Bubble Burst - Stephen Diehl
July 18, 2025 - What was left behind was a treasure trove of valuable infrastructure, from fiber-optic lines to data centers, all suddenly available at a fire sale. That newly affordable foundation is what allowed the real, sustainable internet giants to emerge. A burst AI bubble would do the same.