No. 307410 [PM]
Anthropic IPO watch party ft KGS and Blue Van Man
No. 307411 [PM]
The AI bubble has already burst in China and is showing severe strain in global markets, though in the U.S. and Western markets it is currently being debated as either a major correction or the start of a broader collapse.
China's AI Bubble Has Burst
• Massive Sell-offs: China’s mainland Star50 index of AI and semiconductor leaders plummeted over 40% in under four months, wiping out roughly $480 billion in market value.
• Corporate Crashes: Chinese AI model companies (like Miniax and Jiu) lost $150 billion combined, robotics firm Unitree dropped 50%, and broader Chinese stocks lost trillions from their peaks
Pressure and Cracks in Global / U.S. Markets
• Big Tech Bloodbath: Major U.S. tech bellwethers have suffered historic single day wipeouts.
Alphabet (Google) recently saw one of the largest single day market value drops in history after heavy AI spending pushed cash flow into the red, while Amazon and Intel have also faced steep pullbacks.
• High Cash Burn & Debt: Big Tech’s massive capital expenditures (with companies spending hundreds of billions on data centers and infrastructure) are clashing with a lack of short term return on investment (ROI).
• Financing & Valuation Pushback: Neocloud and AI infrastructure firms are facing tighter credit, soaring bond yields (e.g., CoreWeave bonds over 15%), and lower than expected IPO valuations.
Reports also indicate billions of dollars in GPUs sitting unused in warehouses due to power and infrastructure bottlenecks.
•Market Sentiment: Publications and analysts tracked via Stock Market Bloodbath Spikes Fears of AI Bubble Bursting and Tech: The AI Bubble Has Already Burst In China. Could The U.S. Be Next note that while optimists view this as a sharp market correction for overvalued stocks, skeptics warn that a heavy reliance on circular financing, private credit, and unproven monetization could trigger wider economic fallout
No. 307412 [PM]
>>307411It'll keep growing anyway.
Crashes here and there because overhype but still refer to op pic