Meta AI's investment has sparked bubble concerns, but the company responded that it is still in a rational phase.

Recent surges in investment in artificial intelligence infrastructure have sparked concerns about a new bubble forming in the tech industry. Meta executives responded that while the investment is massive, it remains within a manageable and rational phase. Meta expects to spend $72 billion on AI infrastructure this year and plans to increase further next year. CEO Mark Zuckerberg stated that he would rather risk "investing tens of billions more dollars" than fall behind in the race for superintelligence.