Influencer discussions on AI bubble surge 200% on X as concerns grow over massive investments

By Newsdesk

November 10 2025
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In a dramatic shift in online discourse, discussions surrounding the so-called "AI bubble" have surged by nearly 200% on the social media platform X during October 2025, according to GlobalData, a leading data and analytics company. This surge reflects growing apprehension among influencers about the sustainability of enormous investments in artificial intelligence and the potential for a collapse reminiscent of past economic bubbles.

Influencer discussions on AI bubble surge 200% on X as concerns grow over massive investments

The heightened discussions have been captured by GlobalData’s Social Media Analytics Platform, which reveals that influencers are increasingly worried about the gap between the technological promise of AI and the financial realities facing the industry. Shreyasee Majumder, a Social Media Analyst at GlobalData, noted, "Influencers opine that the AI industry is at a critical juncture, marked by a conflict between technological promise and financial reality. They frequently draw parallels with past bubbles and opine that a more careful approach to investment is essential. Their collective sentiment suggests that balancing innovation with sound financial strategies is the only way to mitigate the risks."

The concerns are not unfounded, as several prominent voices in the investment community have weighed in on the issue. Edward Dowd, Founding Partner at Phinance Technologies, expressed his scepticism about the current state of the AI industry. "The AI bubble has reached comical heights of absurdity. Revenues are non-existent compared to capex requirements. The industry, to keep the illusion alive, is doing circular deals where fantastical capital amounts are announced to be funded somehow in the future. To make matters worse the projected power and water usage assumptions to facilitate this 'future' insanity are not practical nor will they fly politically," Dowd remarked.

Despite these concerns, some investors see opportunity in the current market dynamics. Daniel Niles, Founder of Niles Investment Management, shared his strategy to capitalise on the rising market. "Right now I am positioned for the market to head to new highs before the holidays and the goal is to catch as much of this inflating AI bubble as possible. As Mae West said, 'Too much of a good thing can be wonderful!' In an interview on Friday, I said 'Unfortunately the market is going to keep melting higher,' and I wanted to expand on that statement. I said unfortunately because the higher the AI bubble takes stock valuations, the more painful the decline is going to be ultimately for investors on the other side," Niles explained.

The debate over whether the AI industry is experiencing a bubble or a boom continues to divide opinion. Christopher Mims, a technology columnist for the Wall Street Journal, offered a stark warning about the potential risks. "The AI bubble will continue to inflate, and will reach a scale few can comprehend. This increases the downside risk that will follow in the wake of it popping," Mims cautioned.

On the other hand, some industry insiders remain optimistic about the future of AI. Austin Lieberman, Founder of Growth Curve Investment Research, argued that the current situation represents an AI boom rather than a bubble. "Why I Just Bought the AI Bubble Bottom line is I think it’s an AI Boom, not an AI Bubble. A lot of people are comparing this to the .com bubble which was clearly a bubble in hindsight. While I do agree that there are some excessively valued individual stocks (there always are), this is NOT the same as the .com bubble for several reasons," Lieberman stated.

The contrasting perspectives highlight the uncertainty and complexity surrounding the AI industry's future. As investments continue to pour into AI technologies, the debate over their long-term viability and potential risks is likely to intensify. Influencers and investors alike will be closely monitoring developments in this rapidly evolving sector, seeking to navigate the fine line between innovation and financial prudence.

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