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Is there really a growing AI bubble?

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The question of whether an ‘AI bubble’ is going to burst doesn’t seem to be going away. There’s a compelling case to be made on both sides of the argument, with the growing demand for AI tools, and the huge amount of money and resources needed to deliver on that demand.

So what are the actual risks of an AI bubble, and what would that mean for the tools that businesses and firms are investing in right now? We interrogate the various indicators of whether there might be a bubble or not, and discuss the considerations and failsafes that businesses should consider when adopting AI software.

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Transcript

You can read the full transcript of this episode here.

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Host

  • Philippa Lamb

Guests

  • Tom Pugh, Chief Economist, RSM UK
  • Tasmin Lockwood, tech and environment journalist
  • Hothyfa Elbeera, Senior Software Engineer, Claimsgate, MoJ

Producer

  • Natalie Chisholm

Series Lead

  • Mark Rowland

Episode first published: 15 July 2026

Podcast recorded: 8 June 2026

All views expressed on this podcast are those of the contributors and don’t necessarily reflect those of ICAEW or its members.

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