The AI industry in 2025 is still racing forward, but at the same time, "whether AI is forming a new bubble" has almost become an unavoidable question in the capital market. In the context of U.S. stocks hitting new highs and the valuation of AI concept stocks rising rapidly, this issue has been repeatedly raised and denied. The outside world picked up fragments one after another. This person said this, and that person said that.
CNBC recently interviewed a number of big names in the technology and investment circles, and put their views on the "AI bubble" together, and we can see the commonality - they do not deny the periodic overheating, but generally do not believe that the current AI boom constitutes a "bubble" in the traditional sense.
We have supplemented this foundation and introduced more voices from the Silicon Valley technology community. The following are the views of more than 40 relevant people on the "AI bubble".
01
technology world
02
investment community
03
Domestic perspective
