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AINewsA Better Way of Thinking About the AI Bubble
A Better Way of Thinking About the AI Bubble
AI

A Better Way of Thinking About the AI Bubble

•November 10, 2025
0
TechCrunch AI
TechCrunch AI•Nov 10, 2025

Companies Mentioned

Oracle

Oracle

ORCL

OpenAI

OpenAI

SoftBank

SoftBank

Meta

Meta

META

NVIDIA

NVIDIA

NVDA

McKinsey

McKinsey

Why It Matters

The piece warns investors and tech leaders that over‑investing in AI infrastructure without clear demand or adequate power and space capacity could create costly bottlenecks, reshaping the risk profile of the sector’s rapid growth.

A better way of thinking about the AI bubble

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