From banks to hyperscalers, everyone's worried the AI bubble's fixin' to pop

From international banking worries to the market state of canary-in-the-coal-mine Oracle, the AI bubble is sure looking taut.

The Bank for International Settlements, often referred to as "the central bank for central banks" said in a report at the end of June that it was worried the AI bubble was nigh on to popping and taking the global economy with it. Oracle, the hyperscaler with arguably the largest exposure to the AI bubble, has lost more than 40 percent of its share volume in the past month and recently outlined all the ways it might suffer if this whole AI thing doesn't pan out.

If you ask our systems editor Tobias Mann and senior reporter Tom Claburn, those factors and more sure make it seem like the AI industry could be on the verge of a massive contraction, and that's the very thing they chat about with Kettle host Brandon Vigliarolo on this week's episode.