# Investors grow nervous over AI bubble as capex, debt and valuations climb

> Original title: Investors increasingly nervous over AI bubble

- Source: Semafor · Technology
- Published: 2026-11-03T12:54:50.000Z
- Bad Influence: https://badinfluence.news/items/ux5a4xcwho9fv2sfyq981u0th
- Original: https://www.semafor.com/article/11/03/2026/ai-investors-increasingly-nervous-over-ai-bubble

## Summary

Investors voice growing worry that the AI bubble will burst as Alphabet, Meta and Oracle issue or plan new bonds amid rising interest rates. Institutional investors have urged Anthropic, which expects to spend nearly $900 billion on AI infrastructure in the coming years, to lower its IPO valuation target, according to The Wall Street Journal. Demand has surged for options and credit-default swaps that protect against the bet.