Sam Altman, CEO of OpenAI, speaks during the Federal Reserve Integrated Review of the Capital Framework for Large Banks Conference successful Washington, D.C, U.S., connected July 22, 2025.
Al Drago | Bloomberg | Getty Images
There's a bubble forming successful the artificial quality industry, according to OpenAI CEO Sam Altman.
"Are we successful a signifier wherever investors arsenic a full are overexcited astir AI? My sentiment is yes. Is AI the astir important happening to hap successful a precise agelong time? My sentiment is besides yes," Altman said.
"I'm definite someone's gonna constitute immoderate sensational header astir that. I privation you wouldn't, but that's fine," helium added. (Apologies to Altman.)
Altman's AI institution is presently successful talks to merchantability astir $6 cardinal successful banal that would worth OpenAI astatine astir $500 billion, CNBC confirmed Friday.
In different conversation, Altman warned that the U.S. whitethorn beryllium underestimating the advancement that China is making successful AI.
Given the supra premises, should investors beryllium much cautious astir OpenAI? Altman was not posed this question, but 1 wonders whether his sentiment would besides beryllium "yes."
Outside pure-play AI companies, the wealth is, likewise, inactive flowing. Intel is receiving a $2 cardinal injection of currency from Japan's SoftBank.
It's a much-needed boost to the beleaguered U.S. chipmaker. Intel has fallen down overseas rivals specified arsenic TSMC and Samsung successful manufacturing semiconductors that service arsenic the brains for AI models.
But going by Altman's views, the concern successful Intel mightiness not beryllium a bully stake by SoftBank CEO Masayoshi Son.
Not everyone agrees with Altman, of course.
Wedbush's Dan Ives told CNBC connected Monday that determination mightiness beryllium "some froth" successful parts of the market, but "the existent interaction implicit the mean and agelong word is really being underestimated."
And Ray Wang, probe manager for semiconductors, proviso concatenation and emerging exertion astatine Futurum Group, pointed retired that the AI manufacture is not heterogeneous. There are marketplace leaders, and past determination are companies that are inactive developing.
In the existent world, bubbles delight due to the fact that they bespeak their surroundings successful a play of light. But the bubble Altman described could beryllium 1 doesn't amusement the look of its observer.
— CNBC's MacKenzie Sigalos and Dylan Butts contributed to this report
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Intel is getting a $2 cardinal concern from SoftBank. Both companies announced the improvement Monday, successful which SoftBank volition pay $23 per share for Intel's communal stock. Shares of Intel jumped much than 5% successful extended trading.
The artificial quality marketplace is successful a bubble, says Sam Altman. Separately, the OpenAI CEO said he's "worried astir China," and that the U.S. whitethorn beryllium underestimating the latter's progress successful artificial intelligence.
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Stanislaw Pytel | Digitalvision | Getty Images
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English (US) ·