AI bubble watch: Business and AI leaders are getting nervous about a bubble, report says

Turns out everyone kind of thinks there's an AI bubble.

According to a report from CNBC, top tech executives are worried about an AI bubble messing up their business.

Like other infamous bubbles — the dot-com bubble, the cryptocurrency bubble, and the housing bubble of the 2000s — an AI bubble could cause massive disruption to the wider economy. A bubble occurs when the price of something rises above its actual value, typically because investors become overly excited. And investors have been very excited about AI.

A recent report from Stanford University estimated that AI investment reached $109.1 billion in the U.S. in 2024. That's 12 times higher than China's investment and 24 times higher than the UK's investment.

CNBC reported that Goldman Sachs’ David Solomon, Morgan Stanley’s Ted