SocietyAI glossary
AI bubble
The fear that the sums invested in AI far exceed what it will actually return. Companies are spending hundreds of billions on chips and data centres, often by financing one another, while revenues are slow to follow.
In other words
Like the dot-com bubble of 2000: the technology was very real, but many companies were worth far more on the stock market than they were earning.
Alyriaz articles that mention it
- Nvidia is reportedly considering guaranteeing $250 billion for OpenAI: when the seller finances its client
According to the Wall Street Journal, Nvidia is reportedly in talks to secure around $250 billion so that OpenAI can lease a 10-gigawatt data center in Ohio. We break down this circular financing mechanism, why it worries analysts, and what it reveals about the AI economy.
- Will the AI bubble burst? What 2026 is already telling us
$150 billion raised by AI startups in 2025. $725 billion in planned investment by Big Tech in 2026. And yet the overwhelming majority of that investment will never be profitable. Is the AI bubble inflating towards a historic burst? Here is the real picture in May 2026.