Is the AI boom a bubble?

When is a bubble a bubble? When is hype around a new technology signalling the dawn of a new industrial revolution? We assess the arguments for and against AI and its inflated valuations.

AI firms and their stocks have surged in the last year, accounting for more than 80% of America’s economic growth. But is there real demand underpinning this?

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Presenter: Ed Butler Producer: Gideon Long

(Picture: The Nasdaq MarketSite in New York, US, on Tuesday, March 11, 2025. Credit: Getty Images)