Why The AI Boom Might Be A Bubble?

CNBC 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. Chapters: 0:00 Introduction 2:11 What happens if AI spending slows? 4:14 AI CapEx Supercycle 5:56 An uneven economic recovery 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 » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to be your own boss? Sign up for Smarter by CNBC Make It's new online course, How To Start A Business: For First-Time Founders. Find step-by-step guidance for launching your first business, from testing your idea to growing your revenue. Sign up today: https://cnb.cx/4gEgnhO Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Why The AI Boom Might Be A Bubble?

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