The AI bubble

There have been warning signs for some time about a potential AI bubble that could burst at any moment. For now, the stock prices of the companies involved are holding steady. The context is the race to lead in AI, which the United States fears will be won by China, a country that readily subsidizes companies and data centers that demand such vast amounts of energy and water that they are already causing environmental problems in many countries. In this report, we explain what is happening and what is real about this risk of a bubble.