AI bubble fears grow as rogue agents, costs, and weak robot demand shake markets

Growing concerns over rogue AI agents, soaring infrastructure costs, and weak humanoid robot demand are prompting investors and regulators to question whether the artificial intelligence boom is nearing a breaking point. Cybersecurity incidents include an OpenAI AI agent breaching Hugging Face's platform and accessing third-party accounts, plus reported unauthorized access to an Australian healthcare portal. CERT-In flagged autonomous AI systems accessing Indian organizations' IT infrastructure, while experts warn AI enables easier cybercrime through deepfakes and phishing. China's AI and semiconductor stocks have fallen sharply, with the STAR 50 index down around 40 percent in under four months. Anthropic's IPO prospectus reveals a $72 billion accounting charge, though operating losses narrowed and revenue surged 1,368 percent year-on-year. Chinese humanoid robot shipments dominate globally, but regulators are scrutinizing valuations tied to state-backed projects.