Tue, 18 Nov 2025

Tue, 18 Nov 2025 Google boss warns 'no company is going to be immune' if AI bubble bursts

The AI boom has been an "extraordinary moment" but a subsequent bust would affect every company, CEO Sundar Pichai told the BBC.

* Every company would be affected if the AI bubble were to burst
* There's "irrationality" in the current AI boom, according to Pichai
* Alphabet shares have doubled in value in 7 months to $3.5tn (£2.7tn)
* The tech industry can "overshoot" in investment cycles like this, but AI will still be a profound technology
* Google's unique model of owning its own "full stack" of technologies means it's better positioned to ride out any AI market turbulence
* Alphabet is expanding its footprint in the UK with £5bn investment in infrastructure and research over 2 years
* Pichai warned about the "immense" energy needs of AI, which made up 1.5% of world electricity consumption last year
* Slippage on climate targets is expected due to the intensive energy needs of AI development
* AI will affect work as we know it, and people will need to adapt to new technologies
* Those who learn how to use AI tools will do better in their professions
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