{"id":26217,"date":"2025-08-19T11:14:44","date_gmt":"2025-08-19T08:14:44","guid":{"rendered":"https:\/\/forklog.com\/en\/?p=26217"},"modified":"2025-08-22T17:31:42","modified_gmt":"2025-08-22T14:31:42","slug":"experts-dispute-altmans-ai-bubble-concerns","status":"publish","type":"post","link":"https:\/\/forklog.com\/en\/experts-dispute-altmans-ai-bubble-concerns\/","title":{"rendered":"Experts Dispute Altman’s AI Bubble Concerns"},"content":{"rendered":"

Sam Altman, CEO of OpenAI, believes the artificial intelligence market is in a bubble. He made this statement to a small group of journalists, according to The Verge<\/a>.<\/p>\n

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“When bubbles form, smart people get overly excited about a grain of truth. Are we currently in a phase where investors are generally too excited about artificial intelligence? In my opinion, yes. Is AI the most important event in a very long time? In my opinion, also yes,” he noted.<\/p>\n<\/blockquote>\n

Altman mentioned the word “bubble” three times in 15 seconds, jokingly adding that “someone will definitely write a sensational headline about this.”<\/p>\n

His comments amplify concerns among experts and analysts about the overly rapid pace of investment in the artificial intelligence sector. In July, Apollo Global Management’s chief economist, Torsten Slok, stated<\/a> that the current AI bubble is even stronger than the dot-com boom. He pointed out that the 10 largest companies in the S&P 500 index are now more overvalued.<\/p>\n

Similar warnings were previously expressed by Alibaba co-founder Joe Tsai and Bridgewater Associates founder Ray Dalio.<\/p>\n

Ray Wang, director of research in semiconductors, supply chains, and emerging technologies at Futurum Group, noted<\/a> that Altman’s words have merit, but risks depend on specific companies.<\/p>\n

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“From the perspective of broader investments in artificial intelligence and semiconductors, I do not consider this a bubble. The fundamentals across the supply chain remain strong, and the long-term trend trajectory supports further investment,” he said.<\/p>\n<\/blockquote>\n

However, the expert added that there is a growing volume of speculative capital being directed towards companies with weak performance and only presumed potential.<\/p>\n

Following the release<\/a> of GPT-5, Altman stated that the term “artificial general intelligence” (AGI) is losing relevance. His company is expanding its activities beyond AI models, covering consumer hardware, brain-computer interfaces (BCI)<\/a>, and social media.<\/p>\n

In the “near future,” OpenAI plans<\/a> to spend trillions of dollars building data centers. The firm is also interested<\/a> in acquiring Chrome.<\/p>\n

Other Opinions<\/strong><\/h2>\n

Wedbush analyst Dan Ives stated<\/a> that demand for AI infrastructure has increased by 30-40% in recent months. In his view, there are bubble elements in certain market segments, but the revolution in artificial intelligence and autonomous systems is just beginning to unfold.<\/p>\n

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“The real impact in the medium and long term is actually underestimated,” he said.<\/p>\n<\/blockquote>\n

Rob Rowe from Citi urged not to compare the current growth of the AI market with the dot-com boom.<\/p>\n

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“Back then, there was a lot of debt capital and few profitable companies. Now it’s about firms with very solid revenues and large cash flows. They finance a significant part of their growth with these funds. In this respect, the situation is somewhat different,” the expert emphasized.<\/p>\n<\/blockquote>\n

The current wave of investment in artificial intelligence is driven by structural changes in the global economy, particularly the rapid growth of digital services, he added.<\/p>\n

The dot-com crash wiped out many companies but gave birth to the modern internet. According to Altman, something similar will happen with AI: a few downturns followed by a sustainable transformation.<\/p>\n

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“I really think some investors will get burned here, and that’s bad. I don’t want that. But the value AI will create for society will be enormous,” concluded the CEO of OpenAI.<\/p>\n<\/blockquote>\n

Back in August 2024, hedge fund Elliott Management declared<\/a> that artificial intelligence technology is “overvalued.”<\/p>\n","protected":false},"excerpt":{"rendered":"

Sam Altman, CEO of OpenAI, believes the artificial intelligence market is in a bubble.<\/p>\n","protected":false},"author":1,"featured_media":26216,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"1","news_style_id":"1","cryptorium_level":"","_short_excerpt_text":"Sam Altman, CEO of OpenAI, believes the AI market is in a bubble.","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[438,1190,1138],"class_list":["post-26217","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-artificial-intelligence","tag-openai","tag-opinions"],"aioseo_notices":[],"amp_enabled":true,"views":"229","promo_type":"1","layout_type":"1","short_excerpt":"Sam Altman, CEO of OpenAI, believes the AI market is in a bubble.","is_update":"","_links":{"self":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/26217","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/comments?post=26217"}],"version-history":[{"count":1,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/26217\/revisions"}],"predecessor-version":[{"id":26218,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/posts\/26217\/revisions\/26218"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media\/26216"}],"wp:attachment":[{"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/media?parent=26217"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/categories?post=26217"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/forklog.com\/en\/wp-json\/wp\/v2\/tags?post=26217"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}