Is the AI boom actually a bubble?

Could AI be the biggest market bubble since the dot-com crash?

An episode of the The Global Story podcast, hosted by BBC World Service, titled "Is the AI boom actually a bubble?" was published on December 30, 2025 and runs 27 minutes.

December 30, 2025 ·27m · The Global Story

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Summary

We are away for Christmas, so this is a repeat of a previous episode. 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 Photo: Artificial Intelligence mobile apps. Hannibal Hanschke/EPA/Shutterstock

Episode Description

We are away for Christmas, so this is a repeat of a previous episode.

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

Photo: Artificial Intelligence mobile apps. Hannibal Hanschke/EPA/Shutterstock

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