18/08/2026
AI Bubble or Just a Bump in the Road?
Until recently, I wasn’t sure whether AI was heading for a bubble .. and if so, when (or how loudly) it might pop.
There are definitely echoes of the dot-com boom and bust. Back then, companies rushed to build massive websites and networks in anticipation of traffic that never came. Many of those sites were clunky and over-hyped ..remember https://eu1.hubs.ly/H0xJng60? (or was it boohoo… I can never remember!).
The bubble burst because the internet itself just wasn’t ready .. speeds were slow, infrastructure was limited, and the tech hadn’t caught up with the ambition.
I can see a similar dynamic with AI today. Demand is real, but if there’s not enough power to fire up all those GPUs, we might see some shiny new data centres sitting idle for a while ...digital white elephants waiting for the grid to catch up.
Still, just like the internet, any “AI bump” will likely be temporary. Once the infrastructure catches up, things will accelerate again ..only faster and bigger than before.
Just my two cents.