- TSMC is reportedly very nervous about AI bubble concerns but remains assured of demand, planning to invest $52 billion to $56 billion in capital expenditure.
- The CEO of TSMC stated that careless investment in AI would be a disaster for the company, highlighting the need for disciplined spending.
- Some experts argue that worries about an AI bubble are overblown, noting that the corporate bond market is not overly exposed to AI debt, unlike the dot-com era.
- Market analysts suggest that any volatility from AI bubble worries would likely drive cash from stocks into corporate bonds, which are seen as a hedge.
- OpenAI faces financial burden concerns as large-scale investments, including a $600 billion cloud contract with Oracle, accumulate, leading to divided market views on long-term profitability.
AI investment debate intensifies as companies commit funds through 2027 despite bubble fears
Jan 15, 2026, 9:43:52 PM UTC(1 hour ago)
Impact: Medium
Affected Assets
Sources
From:@YahooFinance
Bulls argue this is only the beginning. Bears say we're in the midst of a dot-com-like bubble.
But one thing is clear: companies will continue to pour money into AI through at least 2027. 🤑
https://t.co/A37KclyfND https://t.co/e8tMitnxCB
