AI泡沫將於2026年破滅

Premium - How The AI Bubble Bursts In 2026

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Last week has been a remarkably grim one for the AI industry, resplendent with some terrible news and "positive stories" that still leave investors with a vile taste in their mouth.

Let's recount:

There are a few common threads between all of these stories:

And the other key thread is the year 2026.

Next year is meant to be the year that everything changes. It was meant to be the year that OpenAI had a gigawatt of data centers built with Broadcom and AMD, and when Stargate Abilene's 8 buildings were fully built and energized. 2026 is meant to be the year that OpenAI opened Stargate UAE, too.

Here in reality, absolutely none of this is happening, and I believe that 2026 is the year when everything begins to collapse.

In today's piece, I'm going to line up the sharp objects sitting right next to an increasingly-wobbling AI bubble, and why everything hinges on a looming cash crunch for OpenAI, AI data centers, those funding AI data centers, and venture capital itself.

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