According to Google Trends data from late 2025, searches and articles related for the term "AI bubble" hit a 5-year high in early November largely driven by economic report and warnings from analysts.
By now, in January 2026, that search volume has dropped significantly as the broader market has begun to price AI as an industrial evolution rather than just a financial frenzy.
While the “bubble” talk isn’t going away anytime soon, it has become part of the background noise as the market focus on the “agentic” and “physical” phase for 2026