tech

January 10, 2026

Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart

OpenAI and Nvidia have gone on a blitz of AI infrastructure deals while hyperscalers continue to spend billions in capex.

Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart

TL;DR

  • Record valuations and deals driven by AI excitement are causing concerns about a potential bubble.
  • Massive investments are seen by some as necessary to meet data center and AI chip demand.
  • CNBC surveyed 40 tech leaders and analysts on the AI boom, assessing their views on bubble potential and concern.
  • Nvidia CEO Jensen Huang dismisses AI bubble fears, while Michael Burry compares the current situation to the dot-com mania.
  • OpenAI CEO Sam Altman believes investors are overexcited about AI but emphasizes AI's long-term importance.

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