The ten biggest US stocks, eight of which are tech, account for about 20% of the global equity market. A third indicator is over-investment: $5 trillion is forecast to be spent on data centres and other AI infrastructure by 2030. A fourth is circular financing: to take one example, Nvidia appears to be funding OpenAI to buy its chips.
And for all the hype about AI’s superpowers, some wonder if America’s AI sector will ever command the returns it needs to sustain its huge costs – which include expensive chips with short lifespans. Firms report that 95% of AI projects have not justified their investment; and despite the scary stories about AI gobbling up jobs, there is little evidence that it is doing so. So if the crash comes, how bad will it be? Well, this bubble is said to be 17 times larger than the dotcom one. “No wonder the boosters don’t want the hype to end.”
https://theweek.com/tech/a...
https://finance.yahoo.com/...
And for all the hype about AI’s superpowers, some wonder if America’s AI sector will ever command the returns it needs to sustain its huge costs – which include expensive chips with short lifespans. Firms report that 95% of AI projects have not justified their investment; and despite the scary stories about AI gobbling up jobs, there is little evidence that it is doing so. So if the crash comes, how bad will it be? Well, this bubble is said to be 17 times larger than the dotcom one. “No wonder the boosters don’t want the hype to end.”
https://theweek.com/tech/a...
https://finance.yahoo.com/...
AI: is the bubble about to burst? | The Week
Stock market ever-more reliant on tech stocks whose value relies on assumptions of continued growth and easy financing
https://theweek.com/tech/ai-is-the-bubble-about-to-burst
08:55 PM - Oct 21, 2025
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