The Deep View: Would AI bubble be worth it?

Posted on October 8, 2025 by michelleclarke2015

Would the AI bubble be worth it?
What goes up must come down. 
AI investments and valuations have grown to astronomical heights, with VCs pouring a record $193 billion into AI firms this year, with most of that cash going to established startups. 
Amid the hype, many are questioning whether the industry is facing a bubble. Now, even some of AI’s biggest supporters have started to warn of the hype growing out of control. 
On Friday, Amazon founder Jeff Bezos said at Italian Tech Week that AI is in an “industrial bubble,” with FOMO pushing investors to bet on both good and bad ideas. Meta’s Mark Zuckerberg said in mid-September on a podcast that an AI bubble is “quite possible” given the sheer dollar amount being spent on the infrastructure buildout.OpenAI CEO Sam Altman warned of an AI bubble in August, comparing the current conditions to the dot-com bubble of 2000. 
However, one thing each of these tech leaders’ opinions has in common is that, despite the risks, the outcome will be worth it. 
Zuckerberg, for example, noted that he’d rather risk “misspending a couple of hundred billion” than being behind on superintelligence. Bezos, meanwhile, said that the benefits to society will still be “gigantic,” impacting “every industry.” And Altman said that, while investors are overexcited about AI, it’s “the most important thing to happen in a very long time.”
It’s clear that fears of a bubble are getting too big for tech leaders to ignore. Though their framing is that the risks are worth the reward, each of these firms has a lot riding on that being true. Meta has pledged to invest $600 billion in AI infrastructure through 2028, while Amazon has plans to spend $100 billion this year on enhancing AWS data centers. OpenAI committed billions to Project Stargate, not to mention that its entire business model relies on people adopting (and paying for) AI. 
Still, while the aftermath of a bubble of this caliber popping could be wildly detrimental to the economy, rest assured that the billionaires will be fine.

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About michelleclarke2015

Life event that changes all: Horse riding accident in Zimbabwe in 1993, a fractured skull et al including bipolar anxiety, chronic fatigue …. co-morbidities (Nietzche 'He who has the reason why can deal with any how' details my health history from 1993 to date). 17th 2017 August operation for breast cancer (no indications just an appointment came from BreastCheck through the Post). Trinity College Dublin Business Economics and Social Studies (but no degree) 1997-2003; UCD 1997/1998 night classes) essays, projects, writings. Trinity Horizon Programme 1997/98 (Centre for Women Studies Trinity College Dublin/St. Patrick's Foundation (Professor McKeon) EU Horizon funded: research study of 15 women (I was one of this group and it became the cornerstone of my journey to now 2017) over 9 mth period diagnosed with depression and their reintegration into society, with special emphasis on work, arts, further education; Notes from time at Trinity Horizon Project 1997/98; Articles written for Irishhealth.com 2003/2004; St Patricks Foundation monthly lecture notes for a specific period in time; Selection of Poetry including poems written by people I know; Quotations 1998-2017; other writings mainly with theme of social justice under the heading Citizen Journalism Ireland. Letters written to friends about life in Zimbabwe; Family history including Michael Comyn KC, my grandfather, my grandmother's family, the O'Donnellan ffrench Blake-Forsters; Moral wrong: An acrimonious divorce but the real injustice was the Catholic Church granting an annulment – you can read it and make your own judgment, I have mine. Topics I have written about include annual Brain Awareness week, Mashonaland Irish Associataion in Zimbabwe, Suicide (a life sentence to those left behind); Nostalgia: Tara Hill, Co. Meath.
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