If AI is a bubble, how will it pop?

from The Decibel · host The Globe and Mail

Some of the world’s largest tech companies, like OpenAI, Google and Meta, have invested hundreds of billions of dollars into artificial intelligence as they try to build the data centres they need. And right now, a lot of the stock market’s growth is based on AI companies. But what if it’s all a big financial bubble? And if it is, what are the signs it’s about to pop?Globe business reporter Joe Castaldo, who covers AI, explains why markets are twitchy about AI right now and what’s behind investors’ concerns.Questions? Comments? Ideas? Email us at [email protected] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Nov 26, 2025

Embed this episode

Attribution link and audio player

What this episode covers

Some of the world’s largest tech companies, like OpenAI, Google and Meta, have invested hundreds of billions of dollars into artificial intelligence as they try to build the data centres they need. And right now, a lot of the stock market’s growth is based on AI companies. But what if it’s all a big financial bubble? And if it is, what are the signs it’s about to pop? Globe business reporter Joe Castaldo, who covers AI, explains why markets are twitchy about AI right now and what’s behind investors’ concerns.