Google CEO Sundar Pichai Breaks Silence on the AI Bubble: ‘No Company Is Immune’

The AI boom has created one of the most aggressive waves of investment the tech world has seen in decades. Startups with barely formed ideas are pulling in massive funding, valuations are shooting up, and everyone from Wall Street to Silicon Valley is betting big. But now, for the first time, Google CEO Sundar Pichai has publicly acknowledged what many analysts have been warning about: this could be an AI bubble, and if it bursts, nobody is safe. In a new interview, he compared today’s hype cycle to the dot-com era and cautioned users not to blindly trust AI tools, especially when it comes to factual information.

Google CEO on the possibility of an AI bubble

Concerns around an AI bubble have been circulating for months. Market leaders and analysts have repeatedly said the current investment pace simply isn’t sustainable. JPMorgan CEO Jamie Dimon recently warned that a portion of today’s AI investments is “bound to be lost”.

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Pichai echoed similar thoughts in his conversation with the BBC. He reportedly said there are “elements of irrationality” in the money being poured into AI and compared this moment to the dot-com boom — an era that produced both revolutionary companies and dramatic failures.

“No company is immune” if the bubble bursts

When asked whether powerhouse companies like Google would be safe, Pichai didn’t sugarcoat it. He said plainly that no company, including Google, would be immune in the event of a major market correction.

However, he pointed out one advantage Google holds: its “full-stack” approach. Because the company controls everything from infrastructure to consumer-facing products, Pichai believes Google is better positioned to withstand volatility even if the market crashes.

Pichai warns users: don’t blindly trust AI chatbots

Pichai encouraged people to be wary when treating AI responses as unquestionable facts, warning against treating AI responses as being irrefutable facts.

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According to him, users should verify critical information through other channels. His message was straightforward: Artificial Intelligence can be powerful but fallible; taking care in using AI responsibly will become essential.

Final thoughts

Pichai’s remarks cut through the hype and acknowledge the risks the industry rarely says out loud. AI may be reshaping how we work and build technology, but it’s not immune to market forces — or its own flaws. As investment surges and tools spread into everyday life, the real challenge is learning when to trust AI, when to question it, and how to navigate a landscape that’s still maturing.