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Why The AI Boom Might Be A Bubble?

Posted

October 14, 2025

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Artificial intelligence is driving a wave of corporate investment unlike any in decades, with forecasts calling for $500 billion in global AI spending by 2026. Experts describe this as a "capex supercycle," but warn it may be propping up an otherwise fragile U.S. economy. If AI spending slows or fails to deliver on its promise, the consequences could ripple through markets, employment and economic growth.

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Produced and Shot by: Charlotte Morabito

Edited by: Darren Geeter, Christian Nunley

Animation by: Emily Park, Jason Reginato

Additional Camera: Jordan Smith

Senior Director of Video: Lindsey Jacobson

Additional Footage: Getty Images

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Why The AI Boom Might Be A Bubble?

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If AIChapters Introduction WhatAI CapEx Supercycle AnCharlotte Morabito EditedCNBC TVWatch CNBCCNBC About CNBC FromReality TV

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