Tech Voices: Bezos on AI bubble, space datacenters; Apple on ICE app

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_Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector._

* Amazon (NASDAQ:AMZN [https://seekingalpha.com/symbol/AMZN]) Chairman Jeff Bezos said AI spending resembles a bubble that could lead to investor losses but that the technology would better society in the long run.

“When people get very excited, as they are today about artificial intelligence, for example, is every experiment gets funded, every company gets funded, the good ideas and the bad ideas,” Bezos said at the Italian Tech Week conference on Friday, according to Bloomberg [https://www.bloomberg.com/news/articles/2025-10-03/bezos-says-ai-spending-boom-is-a-bubble-that-will-pay-off?srnd=phx-technology&sref=Hh2p8mzs]. “Investors have a hard time in the middle of this excitement distinguishing between the good ideas and the bad ideas.”

Bezos characterized current AI spending as an "industrial bubble" and compared it to the biotech bubble of the 1990s and the dot-com bubble of the late 1990s and early 2000s.

“When the dust settles and you see who are the winners, society benefits from those inventions,” Bezos added. “That’s what’s going to happen here, too. This is real. The benefits to society from AI are going to be gigantic.”

* Bezos also said we could see solar-powered datacenters built in space within the next two decades.

"One of the things that's going to happen in the next – it's hard to know exactly when, it's 10 plus years, and I bet it's not more than 20 years – we're going to start building these giant gigawatt data centres in space," Bezos said during a fireside chat at Italian Tech Week, according to Reuters [https://www.reuters.com/business/energy/data-centres-space-jeff-bezos-thinks-its-possible-2025-10-03/].

"These giant training clusters, those will be better built in space, because we have solar power there, 24/7. There are no clouds and no rain, no weather," Bezos added. "We will be able to beat the cost of terrestrial data centres in space in the next couple of decades."

* Apple (NASDAQ:AAPL [https://seekingalpha.com/symbol/AAPL]) has removed a popular ICE-tracking app called ICEBlock from its App Store at the request of the Trump administration.

The Justice Department argued that the app, which alerts users to the presence of ICE agents in their area, could jeopardize the safety of ICE personnel, according to Reuters [https://www.reuters.com/sustainability/society-equity/apple-removes-ice-tracking-apps-after-pressure-by-trump-administration-2025-10-03/].

"Based on information we've received from law enforcement about the safety risks associated with ICEBlock, we have removed it and similar apps from the App Store," Apple said in an emailed statement, Reuters said.

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