TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
TechCheck
- Published
- November 25, 2025
- Duration
- 36:25
- Summary source
- description
- Last updated
- Apr 17, 2026
Discusses business, investing, management, technology.
Summary
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google’s Sundar Pichai and Demis Hassabis are voicing doubts. CNBC’s Deirdre Bosa speaks to Josh Woodward, Alphabet’s …
Show notes
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google’s Sundar Pichai and Demis Hassabis are voicing doubts. CNBC’s Deirdre Bosa speaks to Josh Woodward, Alphabet’s VP of Google Labs, Dan Niles, founder of Niles Investment Management, and founder of GPU management company Hydra Host Aaron Ginn for more. Hos
Themes
- business
- investing
- management
- technology