How long can the artificial intelligence boom last?
Journalist Stephen Nellis discusses just how long this AI boom can last – and what a crash might look like.
Nov 27, 2025, updated Nov 27, 2025
Companies are betting big on AI – and burning through cash to do it.
They’re pouring hundreds of billions of dollars into building data centres and developing new models – such as ChatGPT. And so far, these projects are yet to see a financial return.
There is one clear winner: Nvidia – the company that makes the chips that power this tech.
But how long can its customers keep spending before they have to either turn a profit or scale back?
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Today, Reuters journalist Stephen Nellis discusses how long this AI boom can last – and what a crash might look like.
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Guest: Reuters journalist Stephen Nellis
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