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"Fastest Bubble in History"? The Consequence of AI's "Over-Speeding" Investment (ft. KAIST Professor Kim Dae-shik)

Jeong Yu-mi

Published : Aug 4, 2026 6:33 PM

Video

The AI market has seen an explosion of investment since the advent of ChatGPT. Is this sustainable growth, or the beginning of a bubble? KAIST neuroscientist Professor Kim Dae-shik, returning to the SBS YouTube show "Discovery of Knowledge", pointed out the gap between the speed of AI investment and actual revenue. He noted that investment "over-speeding," combined with a seismic shift in the semiconductor market driven by Chinese AI, is making financial market calculations even more complicated. Check out the video for Professor Kim's analysis of the reality behind the "AI bubble theory" shaking the stock market and the inner workings of the global hegemony war.

(Produced by Kim Soo-hyung | Hosted by Jeong Yu-mi | Writer: Park Jeong-rye | Editing: Kim Bok-hyung, Kim Hye-ju | Filming: Kim Sang-yoon, Hwang Se-hoe | CG: Jeong Yu-min | Direction: Cho Do-hye | Production: SBS Digital News)