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Maybe "is AI a bubble?" is the wrong question

Emile Silvis · published 24 June 2026

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2blogs citing

First cited: 28 Jun 2026
Most recent: 30 Jun 2026
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Links from this post: 19
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Blog – Dan Q

[Repost] Maybe “is AI a bubble?” is the wrong question Read at the source ↗

30 Jun 2026

bubbles.town

Bubbles Weekly — Sunday, June 28, 2026 Read at the source ↗

28 Jun 2026

Links from this post

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https://247wallst.com/investing/2026/05/13/nvidia-hits-5-5-trillion-its-now-worth-more-than-the-gdp-of-every-country-but-the-u-s-and-china/

247wallst.com

https://techblog.comsoc.org/2025/09/27/big-tech-spending-on-ai-data-centers-and-infrastructure-vs-the-fiber-optic-buildout-during-the-dot-com-boom-bust/

techblog.comsoc.org

https://www.economist.com/business/2026/05/13/big-tech-is-sacrificing-its-cashflows-to-prop-up-the-ai-boom

economist.com

https://www.cnbc.com/amp/2026/01/10/are-we-in-an-ai-bubble-tech-leaders-analysts.html

cnbc.com

https://thehill.com/policy/technology/5552965-ai-bubble-concerns-grow/

thehill.com

https://futurumgroup.com/insights/ai-capex-2026-the-690b-infrastructure-sprint/

futurumgroup.com

https://www.thestreet.com/investing/stocks/michael-burry-doubles-down-on-stock-market-ai-message-for-2026

thestreet.com

https://www.tikr.com/blog/michael-burry-warns-of-dot-com-bubble-repeat-as-ai-stock-momentum-ignores-economic-data

tikr.com

https://optimumpartners.com/insight/ai-token-costs-and-how-they-might-wreck-your-budget/

optimumpartners.com

https://www.goldmansachs.com/insights/articles/ai-agents-forecast-to-boost-tech-cash-flow-as-usage-soars

goldmansachs.com

https://www.investing.com/analysis/the-ai-token-pricing-crisis-behind-openai-and-anthropics-revenue-race-200680777

investing.com

https://thenextweb.com/news/token-prices-fell-98-enterprise-ai-bills-tripled-now-the-industry-wants-a-standards-body-to-explain-why

thenextweb.com

https://oplexa.com/ai-inference-cost-crisis-2026/

oplexa.com

https://blog.google/innovation-and-ai/sundar-pichai-io-2026/

blog.google

Token Economics: The Atomic Unit of AI Value Read at the source ↗

finops.org

https://www.bain.com/about/media-center/press-releases/20252/$2-trillion-in-new-revenue-needed-to-fund-ais-scaling-trend---bain--companys-6th-annual-global-technology-report/

bain.com

https://www.futuriom.com/articles/news/ctp-is-hyperscaler-ai-spending-sustainable/2026/04

futuriom.com

https://io-fund.com/ai-stocks/nvidia-coreweave-nebius-circular-financing-gpu-boom

io-fund.com

https://x.com/emilesilvis/status/2069844973759905817

x.com