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The AI bubble talk is coming from inside the earnings calls [Business Insider]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Have an account? Log in The phrase "AI bubble" has recently been in the zeitgeist. Mentions in earnings calls and investor conference transcripts increased 740% from last quarter. Only demonstrable profits will quiet the talk, analyst Gil Luria told BI. There's a bubble in talk of an "AI bubble." The phrase "AI bubble" appeared in 42 earnings calls and investor conference transcripts between October and December — a 740% increase from the previous quarter, according to an AlphaSense analysis. In the third quarter of 2025, five transcripts mentioned the term. The quarter before that, four. For all of 2024, executives and analysts used the phrase in 24 transcripts total. In 2023, it was nine. (The analysis counted transcripts where "AI" and "bubble" appeared within five words of each other.) Now dozens of companies across semiconductors, cloud infrastructure, financial services, and industrials are fielding some version of the same question: Is the AI boom a bubble? At
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