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The Global Story
Is the AI boom actually a bubble?
The Global Story
Oct 20, 2025

AI companies are seeing a monumental surge in investment – but some experts are now warning of the risks of an economic bubble.

Could AI be the biggest market bubble since the dot-com crash? Or is it a genuinely transformative technology that’s simply taking time to deliver? We speak to the BBC’s Evan Davis.

Producers: Aron Keller and Xandra Ellin

Executive Producer: James Shield

Mix: Travis Evans

Senior news editor: China Collins

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Is the AI boom actually a bubble?

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