"There’s a lot of leverage in the system, there’s a lot of cash, but then there’s a whole bunch of other folks who are trying to build these data centers. Whether there’s the energy component side of it, or whether you think about the real estate component, I mean, there’s just a whole lot of things happening at one time. [...] Are we in an AI bubble? Of course, we are. We are hyped, we’re accelerating, we’re putting enormous leverage into the system,” Gelsinger answered. “With that said, I don’t see it ending for several years. I do think we have an industry shift to AI. As Jensen (Huang) talked about, and I agree with this, you know that businesses are yet to really start materially benefiting from [it]. We’re displacing all of the internet and the service provider industry as we think about it today — we have a long way to go."
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Pat Gelsinger. As quoted in Jowi Morales, Former Intel CEO Pat Gelsinger confirms the industry is in an AI bubble, but that a pop could be several years away — 'We’re displacing all of the internet and the service provider industry as we think about it today' (October 14, 2025)
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