Is the AI boom actually a bubble?

Is AI a bubble or a transformative technology that's simply taking time to deliver?

An episode of the The Global Story podcast, hosted by BBC World Service, titled "Is the AI boom actually a bubble?" was published on October 20, 2025 and runs 26 minutes.

October 20, 2025 ·26m · The Global Story

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Summary

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

Episode Description

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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