Meta’s Mark Zuckerberg says it’s ‘definitely a possibility’ that we’re in an AI bubble

Deutsche Bank described it as “the ugly summer artificial intelligence.” For weeks, with all the little evidence that companies have failed to adopt artificial intelligence, concerns about the artificial intelligence bubble, and are nurtured by achieving how S&P 500 has grown, as well as warnings from senior industry leaders. August study from the Massachusetts Institute of Technology found that 95 % of the experimental programs of artificial intelligence fail to achieve an investment return, although more than $ 40 billion is poured into the area. Before the Massachusetts Institute of Technology report, the CEO of Openai Sam Altman has rang, expressing his concern about the appreciation of some startups of artificial intelligence and the intensity of the investor enthusiasm. Even these trends caught the attention of Federal Reserve Chairman Jerome Powell, who indicated that the United States was witnessing “unusually large quantities of economic activity” in building the capabilities of artificial intelligence.
Mark Zuckerberg has some similar ideas.
Meta CEO has acknowledged that the rapid development of increased investment in artificial intelligence will form a bubble, and may exceed practical productivity, returns and risk of market collapse. But Zuckerberg insists that the risk of excessive investment is the best of the alternative: to delay what it considers a specific technological transformation of the era.
“There are convincing arguments for the reason that artificial intelligence can be strange,” Zuckerberg surrounded his appearance Access Podcast. “If the models continue to grow in capabilities on an annual basis and demand continues to grow, then there may be no collapse.”
Zuckerberg then joined Altman, saying that all bubbles of capital spending such as building artificial intelligence infrastructure, which are largely considered in the form of data centers, tend to end in similar ways. Zuckerberg said: “But I believe that there is definitely a possibility, at least experimentally, based on building the past big infrastructure and how bubbles have been like that.”
Bubble
Zuckerberg referred to the previous bubbles, which are the railways and the DOT-Com, as major examples of the infrastructure that leads to the collapse of the stock market. In these cases, he claimed that bubbles have occurred due to companies that take a lot of debts, macroeconomic factors, or the disappearance of the product, which leads to companies that are subject to valuable assets.
The comments of the CEO of Meta Altman’s, who likened to the similarly warned that the artificial intelligence boom shows many signs of the bubble.
“When bubbles occur, smart people are excessive about the nucleus of the truth,” Al -Taman said freedomAdding that artificial intelligence is the nucleus: transformative and real, but it is often surrounded by irrational abundance. Altman also warned that “the madness of criticism that chases anything called” AI “can lead to inflated assessments and risk of many.
The consequences of these bubbles are expensive. During the Dot-Com bubble, investors poured money in startups with unrealistic expectations, driven by noise and madness for new online-based companies. When the results decreased, the shares participating in the Dot-Com bubble lost more than $ 5 trillion in the maximum of the market.
The artificial intelligence bubble means great economic effects. In 2025 alone, the largest American technology companies, including Meta, spent more than $ 155 billion on developing artificial intelligence. According to statistics, the current market value of about 244.2 billion dollars is.
But for Zuckerberg, the loss of artificial intelligence capabilities is much greater than the loss of money in the artificial intelligence bubble. The company recently adhered to at least $ 600 billion for US data and infrastructure centers until 2028 to support the aspirations of artificial intelligence. According to Meta Financial Employee Head, these funds will go to all American data center creation processes for local technology and commercial operations, including new appointments. Meta has also launched Superinteigence Lab, where she has hired talents strongly with millions of dollars, to develop artificial intelligence that exceeds human intelligence.
“If we end up organizing a hundred billion dollars, it will be very unfortunate. But I say the risks are higher on the other side,” Zuckerberg said. “If you are building very slowly, and it is possible to report the properties within three years, but you have built it on the assumption that there is within five years, you are out of the situation about what I think will be the most important technology that allows most products and create innovation and new value in history.”
While he sees the consequences of inconcitement enough to invest in artificial intelligence outperforming excessive investment, Zuckerberg acknowledged that Meta’s survival does not depend on the success of artificial intelligence.
For companies like Openai and Anthropic, he said: “It is clear that this open question about what extent they will continue to raise funds, and this is somewhat dependent on their performance and how to do artificial intelligence, but also all these total economic factors that start from their control.”
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2025-09-19 19:25:00