A top researcher at Taiwan’s Academia Sinica just dropped a big warning: the AI boom is already a bubble, and it’s bigger than people think. Speaking at a forum today, the scholar said the crazy investment rush into AI looks just like past tech manias that ended badly.
He pointed to chip factories as the clearest sign. “Global chip production capacity will soon be way too much,” he said. “Demand for AI chips is growing fast now, but building new plants takes years. By the time they all open, the market will be flooded.” He predicts prices will crash hard when supply beats demand.
The expert compared it to the dot-com crash in 2000 and the crypto rush a few years ago. “History is repeating itself,” he warned. “Money is pouring in too fast, and many projects won’t make real profits.” Taiwan is in the middle of this because it makes most of the world’s advanced chips through companies like TSMC.
Investors are listening. Some stocks dipped after his speech hit the news. Others say AI is different this time because companies are already using it to make money.
Still, his main message is simple: enjoy the ride, but get ready for a bumpy landing. “Overcapacity is coming sooner or later,” he said. “Smart money should start thinking about the exit.”
Are we in another bubble, or is AI really the future? What do you think – time to cash out or hold on tight?