Friday, August 22, 2025, 12:42 pm
2284 readings
The risk of forming an AI bubble
The actions of the American companies in the technological sector have recorded a powerful recoil, against the background of warnings regarding the possibility of overestimating the enthusiasm generated by the progress in the field of artificial intelligence.
A critical report recently published by a division of the Massachusetts Institute of Technology (MIT) concludes that “95% of organizations do not obtain any yields” from investments in generative artificial intelligence, a technology that has fueled a powerful ascent in the last period.
The new wave of uncertainty in the technological sector occurs about seven months after the Chinese artificial intelligence company Deppeek generated turbulence on financial markets, saying it has achieved notable performances with low computational resources compared to American rivals.
The risk of forming an AI bubble
Only 5% of the integration projects have a value of the order of millions, while the majority remain without measurable economic impact, shows the report mentioned, presented by FT and quoted by Risco.ro.
It should be remembered that the Deepseek episode of January – when the launch in China of a high -performance model has raised question marks on the dominance of American companies in the field and the sustainability of the request for chips – has demonstrated the sensitivity of investors to negative information about technology.
A new warning has now been launched, even by an important voice inside the industry, on the risk that investors who have relied on artificial intelligence will record significant losses.
Sam Altman, the executive director of the Openai, recently warned the risk of forming a “bubble”, considering that “some investors will lose considerable amounts” as a result of the periods of “irrational exuberance”.
The actions of the technological giants are already depreciating
Markets have already reacted negatively from these new developments.
NVIDIA, the semiconductor producer who registered a remarkable expansion until the first company in the world with a stock capitalization of 4 trillion due to the ascension, registered a 3.5% decrease on Tuesday.
Palantir, a company specialized in software, registered a depreciation of 9.4%, and ARM, chip designer, recorded a 5%decrease.
Some of the best performing stock market titles have registered corrections: Oracle and Advanced Micro Devices (AMD) lost 5.9%and 5.4%respectively, while Applovin recorded a decrease of 5.9%.
The Nasdaq Composite index, dominated by the technological sector, ended the meeting with a decline of 1.4%, marking the most pronounced daily decrease after August 1.
At the same time, S&P 500 decreased by 0.7%. In contrast to the regression of the technological sector, the actions associated with the basic consumption goods, with the utilities and the real estate, have registered increases.
The European and Asian markets have largely reflected the negative tendency of the wall street this week.
