Bubble talk - Part 2

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What if the AI investment boom goes wrong? Host Carmel Crimmins and Reuters editor-at-large Mike Dolan reconvene to look at the real-world impact of the dash for artificial intelligence and the role national security is playing in the multi-billion dollar spending spree. Sign up for the Reuters Econ World newsletter. (https://www.reuters.com/newsletters/reuters-econ-world/) Sign up for Mike Dolan's Morning Bid U.S. newsletter (https://www.reuters.com/newsletters/morning-bid-us/) , and check out his columns on Reuters Open Interest. (https://www.reuters.com/commentary/reuters-open-interest/) For information on our privacy and data protection practices visit the Thomson Reuters Privacy Statement.

Published 2025-12-18 · Watch on YouTube ↗
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