Interest in productive AI technologies has led to an unprecedented influx of investment in related companies and infrastructure. This has fueled concerns about an “AI bubble” in the tech world and debates about the true returns on investment. One of the most definitive responses to these current debates came from Sam Altman, CEO of OpenAI, a leading industry leader. While Altman acknowledged that the sector is “frothy” in some aspects, he maintained that this is not a cause for concern.
Sam Altman: The AI sector is more than a bubble
Speaking at the OpenAI DevDay 2025 event, Sam Altman stated that the investment cycle in the AI sector is a normal part of any technological revolution. According to the CEO, overinvestment in some areas or market corrections are likely. However, this is not a contradiction of the real value being built and the progress being made in the AI field. “Something real is happening here,” Altman said, emphasizing that current developments are based on a solid foundation. These statements come amid research showing that many companies are yet to generate measurable returns on their investments.
The most significant developments supporting Altman’s statements are OpenAI’s multi-billion dollar agreements with hardware giants. The company recently announced a major partnership with AMD to utilize next-generation AMD Instinct GPUs in its AI infrastructure. Similarly, under the agreement with NVIDIA, OpenAI will integrate systems with millions of GPUs into its infrastructure. These massive processing power investments are vital not only for maintaining existing services but also for developing new products like Sora, video creators, and products that offer personalized features.
According to OpenAI, each new GPU added to the infrastructure opens the door to new products and services that can be offered to users. For example, ChatGPT’s “Pulse” feature, which offers personalized news summaries, is currently only available to paid subscribers because it requires high processing power. Sam Altman states that they are able to maximize the benefits of every GPU they can get their hands on, and with this much more processing power, they can develop countless new products that users will love.
So, what are your thoughts on the future of AI technologies? Do you think investments in this field are booming? Share your thoughts with us in the comments.
