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The Global Story

The Global Story

Is the AI boom actually a bubble?


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20 October 2025

27 minutes

Available for over a year

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