Will the AI data centre boom become a $9T bust?

starkeeper wrote: post #5

woeirua wrote: post #4

Better hope not. If the AI bubble pops it’s going to make the dotcom bubble look like a tiny divot in the road.

How would this be a bad thing?

I want to see these overly powerful tech oligarchs to fail too. But one issue is that all of us are tied to their performance to some extent. Our investments are exposed to them. Your 401k probably has funds that include them. When they fail, it hurts others too.

It’s also why SpaceX wants to be included into index funds as soon as possible after they go public. I recall the rules may be revised to support this, meaning everyone who has money saved in those funds will automatically be tied to the fate of SpaceX.

Re: Will the AI data centre boom become a $9T bust?

#10

Post by elevation » Sun, Mar 29, 2026, 3:23 AM UTC

woeirua wrote: post #4

Better hope not. If the AI bubble pops it’s going to make the dotcom bubble look like a tiny divot in the road.

The .COM bubble was more than a divot because .COMs in so many industries employed so many people. There was amazon.com, but also pets.com, lowermybills.com, gateway.com. But if our economy somehow loses access to AI (rationing due to wartime efforts? sabotage by a foreign nation? simply not enough grid power to turn them on at the price people are willing to pay?) I would probably need to hire more coders to get the equivalent work done.