Since some times now the AI bubble is growing and its consequences with it, flash storage price increase, electricity went wild in some places, GPU… Don’t need to say anything sadly… NVIDIA became the most valuable company exceeding 4T
So when all of this will go crazy and grow to the burst? When does prices will go down and speculators rushing out of it?
Open question feel free to explain the wider you can, I’m not a financial so I’m really interested in some analysis of the situation :)
When the bubble pops it won’t make AI go away or make prices lower, it will just cause financial pain in the market.
…which you want to happen as soon as possible, else the bubble just gets bigger.
The bigger it gets the harder it pops, maybe it’s also a good way to bury these companies down (But would have a very bad economic impact of little people…)
Don’t you think that massive stocks would be useless without any demand and that prices would remain high?
When will AI bubble pop?
Earlier than we’d expect, but later than we’d hoped for
Hope it doesn’t pop a Sunday :)
The bubble is getting extended now due to Saudi involvement. The domestic (and SoftBank) money hoses have lost a lot of pressure, so that shitstain MBS just got jerked off by all the oligarchs to pile in too.
May 27th 2026
Will write it down in my calendar
I would guess that it may already started to deflate a bit. The truth is that it will pop when the loans won’t be paid off so investors and banks starts to backtrack.
I am not worried about Nvidia but cloud providers. The datacenters built to support ai won’t have much use when the customers (OpenAI…) will fold.
I don’t care about what happens with OpenAI and other AI startups they probably don’t survive. Google, Microsoft, Meta… have enough money to lose so it will be bad for them but they will survive it. Hardware manufacturers see the writing on the wall and try to milk the bubble till it lasts so if they play it decently it won’t be big issue for them - they are probably the winners in this race whatever happens.
Seems like soon.
If you can put your finger on when exactly it will happen you stand to make a lot of money.
Never try to catch a falling knife.
Yeah, but if you manage to avoid cutting your fingers off you get to keep a really expensive knife.
to be clear this is a joke
The AI hype might go out with a slow and painful whimper instead of a bang. I have a feeling that AI boosters will try everything to make it have a soft landing instead of a bubble burst, to try to keep the dream of AGI (which very likely won’t come from some kind of LLM, but a much more advanced tech) a reality instead of a far-fetched dream only realized in speculative fiction.
If nvidia hadn’t hit expectations it might have started something.
I thought it is in the process of bursting, but the stock price is not going down fast…
I’d say around late 2027 to somewhere in 2028. A crash around five years past the release of ChatGPT seems reasonable.
Any time now…
See?! Red! …Oh, wait. That’s just the profit line.
