<![CDATA[Which are the dominoes of the #AIBubble collapse to have fallen so far?]]>Which are the dominoes of the collapse to have fallen so far? I have:

• Oracle stock downgraded to near-junk status

• Anthropic & OpenAI IPOs delayed

• widespread and politically diverse datacenter backlash; DC buildouts scuttled by local communities

• Character.ai bankruptcy

]]>https://forum.fedi.dk/topic/7ecae823-b296-4004-a491-fbe5b8cf8124/which-are-the-dominoes-of-the-aibubble-collapse-to-have-fallen-so-farRSS for NodeSun, 18 Oct 2026 22:23:55 GMTSun, 18 Oct 2026 06:04:18 GMT60<![CDATA[Reply to Which are the dominoes of the #AIBubble collapse to have fallen so far? on Sun, 18 Oct 2026 08:25:04 GMT]]>@toolbear

The IMF publicly warning about the dangers of the bubble.

Overexposed tech companies collectively losing $1 T in market cap in under a week.

]]>https://forum.fedi.dk/post/https://infosec.exchange/users/david_chisnall/statuses/117460952969168742https://forum.fedi.dk/post/https://infosec.exchange/users/david_chisnall/statuses/117460952969168742Sun, 18 Oct 2026 08:25:04 GMT<![CDATA[Reply to Which are the dominoes of the #AIBubble collapse to have fallen so far? on Sun, 18 Oct 2026 08:01:50 GMT]]>@toolbear Oracle's force majeure on data center leases with Blue Owl

Coreweave CDS spread goes to 1000+ and its bond rates are now at 15%.

]]>https://forum.fedi.dk/post/https://mastodon.social/users/mahadevank/statuses/117460861646234344https://forum.fedi.dk/post/https://mastodon.social/users/mahadevank/statuses/117460861646234344Sun, 18 Oct 2026 08:01:50 GMT<![CDATA[Reply to Which are the dominoes of the #AIBubble collapse to have fallen so far? on Sun, 18 Oct 2026 06:04:20 GMT]]>Should we include the settlement with publishers for their authors whose works were provably plagiarized? Feels like that got absorbed as a cost of doing business and didn't generalize into GenAI companies being sued for the remainder of their thieving. But maybe it still counts as one of the first dominoes to fall?


]]>https://forum.fedi.dk/post/https://tech.lgbt/users/toolbear/statuses/117460399563651467https://forum.fedi.dk/post/https://tech.lgbt/users/toolbear/statuses/117460399563651467Sun, 18 Oct 2026 06:04:20 GMT