Leave your feedback Share Copy URL https://gographicsoutput.com/video/EJllHbXpVTm.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Why The AI Bubble Is About To Burst Noah Kahan [LVMSfzZQXP0] Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT Tag: #Noah Kahan, #tchouameni, #dia das mes, #mothers day greetingsAI market trends are accelerating fast. Massive investments and rising data center power are shaping the tech landscape.In this episode, we move past the glossy marketing slides to look at whats actually happening on AI balance sheets. The multi-trillion-dollar AI boom is looking eerily reminiscent of the 2000 Dot-com crash, except this time, the fallout (and the electricity bills) could be much bigger. We take a deep dive behind the scenes to analyze the circular funding loop keeping valuations sky-high (OpenAI, Oracle, Nvidia). The silent power grid crisis as massive data centers fight regular households for electricity. The massive disconnect between trillion-dollar infrastructure spending and using history's most advanced technology just to render cat memes and pop-star deepfakes.Lets trace the money, the energy demands, and the missing profits nelly to answer the ultimate question: Is the AI bubble finally about to collapse?--- TIMESTAMPS:00:00 - The AI Optimism Illusion01:51 - Bumper02:09 - The 90's Dot-Com Bubble03:38 - Factor 1: Financial Speculation04:53 - Factor 2: Data Center Frenzy06:34 - Factor 3: Market Aren't Ready07:45 - Will the Bubble Pop?---------------------------------------------------SOURCES luke ayling & REFERENCES--------------------------------------------------- OpenAI Revenue & Losses: Dot-Com Bubble NASDAQ History (Goldman Sachs): OpenAI & Oracle Cloud Deal (WSJ): Oracle Purchasing Nvidia Chips (Reuters): Nvidia Investment into OpenAI (AP viktor gykeres News): Telecom Dark Fiber Infrastructure Crash (Brookings): Bank of America $1.7T AI Data Center Forecast: Data Center Electric Grid Projections (Belfer Center):
Tag: #Noah Kahan, #tchouameni, #dia das mes, #mothers day greetingsAI market trends are accelerating fast. Massive investments and rising data center power are shaping the tech landscape.In this episode, we move past the glossy marketing slides to look at whats actually happening on AI balance sheets. The multi-trillion-dollar AI boom is looking eerily reminiscent of the 2000 Dot-com crash, except this time, the fallout (and the electricity bills) could be much bigger. We take a deep dive behind the scenes to analyze the circular funding loop keeping valuations sky-high (OpenAI, Oracle, Nvidia). The silent power grid crisis as massive data centers fight regular households for electricity. The massive disconnect between trillion-dollar infrastructure spending and using history's most advanced technology just to render cat memes and pop-star deepfakes.Lets trace the money, the energy demands, and the missing profits nelly to answer the ultimate question: Is the AI bubble finally about to collapse?--- TIMESTAMPS:00:00 - The AI Optimism Illusion01:51 - Bumper02:09 - The 90's Dot-Com Bubble03:38 - Factor 1: Financial Speculation04:53 - Factor 2: Data Center Frenzy06:34 - Factor 3: Market Aren't Ready07:45 - Will the Bubble Pop?---------------------------------------------------SOURCES luke ayling & REFERENCES--------------------------------------------------- OpenAI Revenue & Losses: Dot-Com Bubble NASDAQ History (Goldman Sachs): OpenAI & Oracle Cloud Deal (WSJ): Oracle Purchasing Nvidia Chips (Reuters): Nvidia Investment into OpenAI (AP viktor gykeres News): Telecom Dark Fiber Infrastructure Crash (Brookings): Bank of America $1.7T AI Data Center Forecast: Data Center Electric Grid Projections (Belfer Center):