Claims
Sam Altman"In fact, there are many parts of AI that I think are kind of bubbly right now."Oct 10, 2025
Howard Marks"To me, the main ingredient in bubbles is psychological excess — there’s no such thing as a price too high. And I don’t detect that level of mania at this time, so I have not put the bubble label on this incident."Oct 15, 2025
Larry Fink"I think some of the investments that we’ve seen so far is not on AI, it’s more on cloud and the power of cloud. So I don’t believe this is a bubble, but I believe this is capital that in most cases is going to be well spent."Oct 15, 2025
Bryan Yeo"There's a little bit of a hype bubble going on in the early-stage venture space."Jan 19, 2026
Jensen Huang"There's been a lot of talk about an AI bubble. From our vantage point, we see something very different."Jan 19, 2026
Adi Andrei“The influx of money pumped into Gen AI without clear ROI has inflated expectations to unsustainable levels.”Jan 20, 2025
Jerry Kaplan"When [the bubble] breaks, it's going to be really bad, and not just for people in AI."Oct 10, 2025
Ben Inker"We’re certainly seeing lots of evidence of bubble-like behavior in the AI space. We see the kind of circular revenue deals, we see a lot of very aggressive price behavior."Oct 15, 2025
Sundar Pichai"I think no company is going to be immune, including us [potential bursting of AI bubble]."Jan 19, 2026
Sean Williams"Although it's not impossible for AI to avoid a bubble-bursting event early in its expansion, history tells us that no hyped technology for at least 30 years has sidestepped this fate."Dec 04, 2025
Bill Gates“AI is only a bubble in the sense that not all of these valuations will end up going up. Some of them will go down… A reasonable percentage of those companies won’t be worth that much."Dec 19, 2025
Pat Gelsinger"Are we in an AI bubble? Of course! ... Of course we are. I mean, we’re hyped, we’re accelerating, we’re putting enormous leverage into the system."Oct 15, 2025
Jared Bernstein“But to us and many others, that divergence between credibly, plausible, expected future earnings and this level of investment certainly looks bubbly.”Oct 15, 2025
Anat Admati"And you can't say with certainty you were in one until after the bubble has burst."Oct 10, 2025
Anneka Treon"We continue to see opportunity because ultimately, AI bubble or not, it boils down to real dollars being spent on real capex with a... very long runway of funding ahead."Oct 15, 2025
Morten Wierod"I don't think there is a bubble, but we do see some constraints in terms of construction capacity not keeping up with all the new investments."Jan 19, 2026
Ruchir Sharma"At the slightest sign that interest rates are going to go up, I think that's your sign that, 'Okay — this is done now.'"Dec 02, 2025
© 2026 Improve the News Foundation. All rights reserved.Version 6.18.0
© 2026 Improve the News Foundation.
All rights reserved.
Version 6.18.0