Silicon Valley is increasingly concerned about the possibility of an AI bubble, as industry leaders and financial experts express skepticism regarding the rapid rise in valuations of AI companies. OpenAI's CEO, Sam Altman, acknowledged the existence of 'bubbly' aspects in the sector, while experts from institutions like the Bank of England and JP Morgan have warned about the potential economic fallout if the bubble bursts. AI-related enterprises have driven 80% of stock market gains this year, raising questions about the sustainability of these valuations. Complex financing arrangements, such as OpenAI's $100 billion deal with Nvidia, have led to concerns about 'circular financing' and the true demand for AI technologies. As investments in AI infrastructure grow, experts caution that the sector may be creating a new ecological disaster, with significant financial risks looming over the industry.