Goldman Sachs’ David Solomon on whether AI is a bubble: Maybe, but ‘it’s not different’ from all the other market manias
BY MARCO QUIROZ-GUTIERREZ
October 3, 2025
The AI bubble will pop. Intelligence won’t
October 6, 2025
“AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on,” warns Ruchir Sharma of Rockefeller International.
Goldman Sachs’ David Solomon on whether AI is a bubble: Maybe, but ‘it’s not different’ from all the other market manias
BY MARCO QUIROZ-GUTIERREZ
October 3, 2025
The AI bubble will pop. Intelligence won’t
October 6, 2025

“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.

AI investment keeps soaring, but key indicators suggest the boom hasn’t tipped into bubble territory—at least not yet.

Dimon said when the bubble will burst is hard to predict.

Investors’ long-running enthusiasm for artificial intelligence showed signs of faltering on Tuesday as tech stocks tumbled.

“The crash is separating real AI revenues from companies that only have AI PowerPoints.”

When it comes to AI, it’s already too big for governments to regulate, says WPP founder Martin Sorrell.