Google’s AI Bubble Warning: Stocks Rocket While Pichai Sweats

KEY POINTS

•Google CEO Sundar Pichai told BBC on November 10, 2025, that the AI boom has irrational elements that could lead to a bubble burst.
•Alphabet’s shares rose 51% this year, hitting an all-time high on Monday and gaining 0.5% more in early Tuesday trading despite warnings.
•Pichai compared the current AI hype to the internet’s early excess investments but remains optimistic about AI’s lasting importance.
•Investors are excited about AI infrastructure demand and Google’s Gemini platform but growing concerned about sustainability of trillions in spending.

On November 10, 2025, Sundar Pichai dropped a bombshell straight to the BBC: the AI hype train might run off the rails and nobody — not even Google — will escape the crash. Despite sounding like the sober parent at the crypto party, Alphabet’s stock boomed 51% this year and ticked up another 0.5% after his cautionary talk. Pichai tried to flex wisdom, reminding us that even the wild early internet bubble couldn’t kill the web baby, but admitted AI’s currently playing drunk uncle with a mix of 'rationality' and 'irrationality.' Google’s Gemini AI and infrastructure are apparently still the crowd pleasers, even if some investors are nervously biting their nails about trillions in promised AI spending. So buckle up: Google’s CEO says everyone’s invited to the AI hangover, but hey, at least shares are partying pre-burst.