No AI Bubble on the Horizon? Goldman Sachs Remains Steadfast
Is the AI boom a legitimate revolution or a speculative bubble waiting to burst? Despite rising concerns fueled by the rapid growth and investor interest in artificial intelligence (AI) stocks, Goldman Sachs firmly maintains that there is no AI bubble on the horizon. As of September 14, 2025, Goldman Sachs asserts that despite investor concerns, AI stocks are not in a bubble and that the sector is still in the early stages of a transformative tech cycle.
Artificial intelligence [AI] is experiencing widespread global adoption, as evidenced by the increasing use of AI-related tools and the surge in AI stock prices. This has prompted fears of a bubble, especially considering past tech booms and busts. However, on September 5, 2025, Goldman Sachs analysts stated that the rally in AI stocks has been justified and has more room to grow. The investment bank uses historical examples to illustrate this process, acknowledging a study that found that, in a sample of 51 major tech innovations introduced between 18--, bubbles in equity prices were evident in 73% of cases. While history might suggest caution, Goldman Sachs believes the current AI landscape is different.
Goldman Sachs focuses on the fundamental strength of AI companies and semiconductor manufacturers driving the AI revolution. On September 14, 2025, they reiterated their position, emphasizing that the AI sector's growth is underpinned by real innovation and increasing adoption across various industries. This is further emphasized in the Spanish language report where on September 15 de 2025, Goldman Sachs ha mantenido con firmeza que no existe una burbuja de inteligencia artificial (IA), a pesar de que persiste la preocupación entre los analistas.
So, is it safe to invest in AI? While no investment is without risk, Goldman Sachs's continued confidence suggests that the AI sector is poised for further growth and innovation. Keep up to date with market analysis and expert opinions to make informed decisions in this rapidly evolving landscape.