Investors’ anxiety about an AI bubble is “fever” with growing fears that an increase in investment in artificial intelligence could lead to an accident similar to the 2000 dot-com bust.
Artificial intelligence has experienced huge investments: 50% of venture capital dollars were spent for AI start-ups in the first half of 2025, according to CB insights. And during these six months, the financing of the AI has exceeded spending for all last year, “said Initiate of Business.
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Why is there so much worries now?
There are some major reasons. First, it is a Massachusetts Institute of Technology report This noted that 95% of the companies that invest in a generative AI have not yet seen financial returns. Since there have been between $ 30 billion (22.1 billion pounds sterling) and 40 billion dollars (29.6 billion pounds sterling) in a generative AI in a generative AI, the lack of yields is worrying.
Another is a warning from the CEO of Openai, Sam Altman, that investors become “overexcited” on the AI. He said The penis: “Are we in a phase where investors as a whole are overestimated on AI? My opinion is yes. Is AI the most important thing to happen for a very long time? My opinion is also yes.” He added that certain AI start-up assessments are “crazy” and “non-rational”.
Some investors are also frightened by reports from The New York Times This meta is considering “reducing the workforce” its AI division, some AI managers “expected to leave”. He could mark a significant change compared to the meta-PDG Mark Zuckerberg, who has strongly invested in shaking his business’s artificial intelligence operations in recent months.
Will the bubble explode?
It is too early to call a peak on the American stock market, “but the signs of one begin to appear,” said Undress. The equity rate in the Society for the Exploration of Data and Palanty Espions Software dropped by 10% last week, while the manufacturer of Puces Ai Nvidia fell by more than 3%, and other AI actions such as Arm, Oracle and AMD also dropped.
Is this unfortunate for investors?
Not necessarily. If comparisons with the Dot -Com bubble are appropriate, there will probably be large losers – and very large winners.
Although many companies took place during the DOT -COM bubble, many companies have survived and have become market leaders – including the Amazon electronic commerce giant.
“Even when Dotcom’s bubble broke out, there was a handful of fairly obvious winners who finally rolled up,” said Jim Cramer of CNBC. “If you abandoned Amazon in 2001, you missed the boat of 2 dollars (1.4 billion of sterling books).”
