[Citadel Founder Griffin: AI Investment Frenzy 'Almost Certainly' a Bubble] According to Jinshi Data, Citadel founder Ken Griffin stated on Tuesday at the Future of Global Markets Conference in New York that the current AI investment frenzy has 'almost certainly' formed a bubble. He compared this wave of enthusiasm to the internet bubble, while noting that a few companies may still emerge as long-term winners. S&P Global estimates that six tech companies, including Amazon and Microsoft, will spend over $7 trillion on AI-related capital expenditures between 2025 and 2030. CoreWeave has approximately $50 billion in debt, with the yield on its bonds maturing in 2031 once rising to about 16%. Gartner estimates that by 2032, more than $4 trillion in assets could face impairment risks.