The AI Bubble Burst Phase One: Here's What's Coming Next

The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble ...
Opinion

Tech insider: AI bubble will deflate in 2026 as megacompanies dominate and costs mount

Run a tech business or are heavily invested in that sector? Check out these 3 predictions for 2026 from an Arizona tech CEO.
The Harvard Crimson

Will the AI Bubble Burst? Harvard Faculty Weigh In

Three Harvard faculty said they think fears that an artificial intelligence bubble will burst — leading stock prices to collapse in the wake of soaring investments into AI companies — are overblown ...
The New York Times

Wall Street Is Shaking Off Fears of an A.I. Bubble. For Now.

The valuations of some artificial intelligence companies are approaching those of the dot-com boom. But investors worry that pulling money from today’s market risks future gains. Note: Data is plotted ...