We may be in an AI bubble. What does that mean?
Consider This from NPR
NPR
4.1 • 5.3K Ratings
🗓️ 16 October 2025
⏱️ 11 minutes
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Summary
This week JPMorgan Chase CEO Jamie Dimon said "a lot of assets" appear to be "entering bubble territory."
Earlier this month Amazon founder Jeff Bezos said the AI market was an "industrial bubble" where stock prices were "disconnected from the fundamentals" of their businesses.
But big tech shows little sign of pausing its massive investments in artificial intelligence. So how is it that A-I could change the world ... and is also maybe in a bubble?
Stanford economist Jared Bernstein, a former White House chief economic adviser and co-author of a recent New York Times op-ed on the subject, explains.
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Transcript
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| 0:18.5 | Thank you. |
| 0:19.4 | And now to today's show. Thank you. And now to today's episode. |
| 0:21.1 | This partnership, I mean, this is, you know, monumental in size. |
| 0:35.6 | That is the CEO of EnVIDIA, Jensen Wong. |
| 0:38.5 | His company makes advanced computer chips, |
| 0:41.1 | and he went on CNBC to talk about |
| 0:43.4 | Nvidia's plans to invest up to $100 billion in OpenAI. |
| 0:48.7 | That's the creator of ChatGPT. |
| 0:50.9 | There's no question that AI is transformational for every industry, but the important |
| 0:55.3 | thing is the AI infrastructure will be everywhere and will power computing experiences for |
| 1:02.2 | everyone every day. A hundred billion dollars is a whole lot of money, but it's only one fraction |
| 1:08.7 | of big tech's recent spending spree on artificial intelligence. |
| 1:13.5 | In fact, the Financial Times reports that Open AI has already announced about $1 trillion worth of deals with other companies this year alone. |
| 1:22.1 | Right now, a lot of big names in tech are all in on AI. |
| 1:26.4 | The biggest impact that AI is going to have is it |
| 1:29.2 | going to affect every company in the world. It is going to make their quality go up and their |
| 1:35.8 | productivity go up. That's Amazon founder Jeff Bezos speaking at Italian Tech Week earlier this |
| 1:41.5 | month, where he also said, |
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