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Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart
Market Intelligence Analysis
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Why This Matters
Tech leaders and analysts are questioning whether the AI market is experiencing a bubble, citing the rapid spending on AI infrastructure by companies like OpenAI and Nvidia, as well as hyperscalers' massive capital expenditures.
Market Impact
Market impact analysis based on bearish sentiment with 75% confidence.
Sentiment
Bearish
AI Confidence
75%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
OpenAI and Nvidia have gone on a blitz of AI infrastructure deals while hyperscalers continue to spend billions in capex.
Original article published by
CNBC
on January 10, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.