Citadel's Ken Griffin Warns of AI Investment Bubble Amid Uncertain Corporate Returns

Billionaire investor Ken Griffin said the artificial intelligence market is "almost certainly" experiencing a bubble, as major corporations struggle to extract measurable returns from massive infrastructure investments. Speaking at Citadel's Future of Global Markets Conference on October 20, Griffin highlighted a critical disconnect: while companies globally committed over $700 billion to AI infrastructure in 2026—nearly double the previous year—enterprise adoption has failed to deliver promised productivity gains at scale.