🚨 JUST IN: Google CEO warns AI market may be entering “irrational” territory 🚨



In a rare candid interview with the BBC, Alphabet CEO Sundar Pichai sounded the alarm about the overheated AI market — saying no company, not even Google, is immune to a potential correction.

$Alphabet(GOOG)$  

$NVIDIA(NVDA)$  

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Pichai said AI investment is at an “extraordinary moment,” but warned that the hype cycle may be overshooting, similar to the dot-com boom of the late 1990s. Back then, huge valuations eventually collapsed in 2000, wiping out companies and jobs — even though the Internet itself proved transformative.


He expects AI to follow the same pattern: a mix of rational innovation and irrational exuberance.


💰 Massive money at stake

Analysts have raised concerns about the $1.4 trillion in deals and commitments tied to OpenAI — despite the company expecting only about $13B in revenue this year. Even Sam Altman admitted investors are “overexcited” and someone will lose a “phenomenal amount of money.”


Critics say Pichai’s comments show the first cracks among Big Tech, acknowledging the possibility of an AI bubble.


📈 Why Google is still confident

Alphabet’s valuation has doubled in 7 months, hitting $3.5T, driven by confidence in Google’s ability to challenge OpenAI and compete with Nvidia’s dominance in AI chips.


Pichai highlighted Google’s “full-stack” advantage — from its own chips, to YouTube data, AI models, and research. He believes this gives the company more stability if the market cools.


⚡ But AI comes with real-world costs

Pichai admitted that AI’s huge energy demands are slowing Google’s climate progress, though the company still aims for net zero by 2030.


🤖 A warning to users

He also urged people not to blindly trust AI outputs, acknowledging accuracy issues in current models.


Despite all the warnings, Pichai still calls AI “the most profound technology” humanity has ever worked on — one that will reshape industries, disrupt jobs, and reward those who adapt.


📌 Bottom line:

The AI boom is real — but even Google says the hype might be getting ahead of reality.


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Modify on 2025-11-19 22:20

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