Google DeepMind CEO: AI investment is increasingly like a "bubble," but "even if the bubble bursts, we will be fine"

Glonghui, January 25th—Google DeepMind CEO Hassabis has issued a warning that the current investment frenzy in the field of artificial intelligence is showing obvious signs of a "bubble," with capital flows increasingly detached from business fundamentals. According to the Financial Times, Hassabis pointed out at the World Economic Forum in Davos that some startups have completed multi-billion-dollar seed rounds without any product or technology implementation, and that this phenomenon is "unsustainable." The market is experiencing not only irrational prosperity, but certain sectors are highly likely to face corrections in the future. This statement stands in stark contrast to the views of Nvidia CEO Jensen Huang and Microsoft CEO Satya Nadella, who deny that the industry is over-invested. Despite issuing a warning about a bubble in the industry, Hassabis emphasized that Google, with its business scale and technological moat, is well-equipped to withstand potential market turmoil. He made it clear: "Even if the bubble bursts, we will be fine," and noted that Google has a strong business foundation, can boost productivity through AI features, and that demand for the company’s latest Gemini 3 model is stronger than ever.