Is AI Investment a Bubble That's About to Pop?
A Today in Focus podcast from The Guardian examines the question of whether AI investment represents a bubble that is likely to burst and the potential consequences if this happens. The discussion highlights the role of the 'magnificent seven' companies—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—which together account for about one-third of the S&P 500 and are heavily invested in AI technology.
Despite trillions of dollars invested in the AI sector, the podcast notes that AI has not yet shown a sustainable path to profitability. The episode explores what could occur if investor confidence in AI falters, leading to a halt in funding and a collapse of the AI boom.
The program also investigates the broader economic implications such a collapse could have on markets and the economy overall. This episode is presented by Nosheen Iqbal alongside Blake Montgomery, produced by Eli Block, George McDonagh, and Joel Cox, and executive produced by Homa Khaleeli and Sami Kent. It was released on Monday, 8 December 2025 at 04:00 CET as part of The Guardian’s Today in Focus series.
