As AI companies continue to invest heavily, concerns about a bubble continue to grow

By Bobby Allyn,

A Martínez

Published November 28, 2025 at 3:51 AM CST

As AI companies pour hundreds of billions of dollars into data centers, concerns grow that the industry is inflating a financial bubble that could harm the economy.

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Morning Edition

Bobby Allyn

Bobby Allyn is a business reporter at NPR based in San Francisco. He covers technology and how Silicon Valley's largest companies are transforming how we live and reshaping society.

See stories by Bobby Allyn

A Martínez

A Martínez is one of the hosts of Morning Edition and Up First. He came to NPR in 2021 and is based out of NPR West.

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