AI-zeepbel: 45% van fondsbeheerders ziet grootst marktrisico | 7 augustus

Name: AI-zeepbel: 45% van fondsbeheerders ziet grootst marktrisico | 7 augustus
Uploaded: 2026-08-07T01:23:29.000Z
Duration: 11 min 40 s
Channel: The State of Tech
Description: Dutch tech podcast discusses AI as a market risk according to fund managers. Topic has Dutch context through The State of Tech, a Dutch technology podcast.

The State of Tech7 August 2026Watch on YouTube

Part of series

Ep. 13 · Company Dutch Asml

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What you'll learn

A Bank of America survey of fund managers shows 45% now see an AI bubble as the biggest risk to equity markets, up from 11% a few months earlier.
AI investment this year is set to exceed 2.5 trillion dollars, against roughly 100 billion dollars in revenue from business AI applications.
Most of the EU AI Act has taken effect, but the heavy obligations for high-risk AI are postponed until December 2027.
The White House is introducing a 15% tariff and price floors on polysilicon and everything made from it as of 4 December.
Stanford receives 27.2 million dollars for an AI-driven microrobot that treats clots from within, with a mechanical volume reduction of more than 95%.

Frequently asked questions

Why do fund managers see an AI bubble as the biggest market risk?

The 7 August episode reports that 45% of global fund managers see an AI bubble as the biggest risk, up from 11% a few months earlier. The reason is the gap between spending and income: more than 2.5 trillion dollars is expected to go into AI this year, while revenue from business applications stands at around 100 billion dollars.

What exactly does the EU AI Act that took effect this week contain?

Most of the AI Act has taken effect: AI systems interacting with people must identify themselves as AI, and AI-generated content must be recognisably labelled. The heavy obligations for high-risk AI in biometrics, recruitment and public services are postponed until December 2027, because the Commission says the technical standards are not ready yet.

What do the US measures on polysilicon do?

The White House is introducing a 15% tariff and minimum import prices on polysilicon and everything made from it as of 4 December. Because the material goes into both chips and solar panels, this affects two strategic supply chains at once, with cost increases that end up in every chip bill via wafers.

What is the Stanford microrobot discussed in the episode?

Stanford researchers receive 27.2 million dollars from ARPA-H to develop an AI-driven microrobot that travels through the blood vessels and mechanically compresses clots from within, with more than 95% volume reduction. According to the presenters, this is basic research that still has years of animal testing and clinical studies ahead.