AI bubble
 | The neutrality of this article is disputed. (August 2025) (Learn how and when to remove this template message) |
The AI bubble is a theorised ongoing stock market bubble, occurring during the AI boom, an ongoing period of rapid progression in artificial intelligence (AI).
Background
Speculation about a bubble
In late January 2025, after the unexpectedly successful launch of the Chinese-made chatbot DeepSeek, the stock prices of many AI companies dropped, such as Nvidia's stock price dropping 8.8% in one day, resulting in concerns about a possible AI bubble. The stock market soon recovered, however.[1][2]
In August 2025, a report by the Massachusetts Institute of Technology stated "despite US$30-40bn in enterprise investment into Gen[erative]AI, [...] 95% of organisations are getting zero return".[3] This caused concerns about a potential AI bubble and within days the stock market dropped by a few percentage points, a drop of $1 trillion.[4][3] The report found however that the lack of returns was not caused by the AI models being incapable, but instead by the companies not using them effectively.[3]
Sam Altman, CEO of OpenAI and a leading figure of the AI boom, stated in 2025 that he believes that an AI bubble is ongoing. He has however stated that he believes, similarly to the dot-com bubble, "investors as a whole are overexcited about AI" but also that "AI the most important thing to happen in a very long time".[5]
In early 2025, Bridgewater Associates co-investment officer Ray Dalio said that the current levels of investment in AI is "very similar" to the dot-com bubble.[5]
See also
References
- ↑ Butts, Dylan (2025-08-18). "OpenAI's Sam Altman sees AI bubble forming as industry spending surges". CNBC. Retrieved 2025-08-26.
- ↑ "Nvidia and Microsoft shares steady after DeepSeek AI app shock". www.bbc.com. 2025-01-28. Retrieved 2025-08-26.
- ↑ 3.0 3.1 3.2 Kahn, Jeremy. "An MIT report that 95% of AI pilots fail spooked investors. But it's the reason why those pilots failed that should make the C-suite anxious". Fortune. Retrieved 2025-08-26.
- ↑ "US tech stocks lose $1tn on AI bubble fears". The Telegraph. 20 August 2025. Retrieved 26 August 2025.
- ↑ 5.0 5.1 "Wall Street isn't worried about an AI bubble. Sam Altman is". Fortune. 19 August 2025. Retrieved 26 August 2025.
This article "AI bubble" is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:AI bubble. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.
