In BBC Interview, Pichai Warns No Company Is Immune if AI Bubble Bursts

Overview

• Sundar Pichai described the current wave of AI investment as extraordinary yet marked by some irrationality that could inflate a bubble.
• He said Google might be better positioned to weather an AI downturn, but the fallout would reach every company globally.
• Pichai urged people not to trust AI answers blindly, warning that hallucinations remain a persistent weakness that requires cross‑checking.
• He noted that both Google’s Gemini and OpenAI’s ChatGPT are susceptible to such errors even as companies work to improve accuracy.
• He flagged rising power needs—AI accounts for about 1.5% of global electricity consumption, according to the IEA—and voiced optimism that investments such as solar can scale to meet demand.