#aibubble — Public Fediverse posts

@aihaberleri

#FuckAI #AIhype #AIbubble #AIslop #AI

https://www.theguardian.com/us-news/2026/may/13/utah-approves-datacenter-backlash “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

https://www.theguardian.com/us-news/2026/may/13/utah-approves-datacenter-backlash “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

https://www.theguardian.com/us-news/2026/may/13/utah-approves-datacenter-backlash “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

https://www.theguardian.com/us-news/2026/may/13/utah-approves-datacenter-backlash “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

https://www.theguardian.com/us-news/2026/may/13/utah-approves-datacenter-backlash “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

Incompetence of central banks is astounding.
Why were these bubbles created? Who is responsible?
Why they keep doubling down on implementing not functioning economic theories?
Who are they serving? Public or government or financial institutions or some vested group?
Why keep propping the dead economy to just to make economic numbers look good?
What is the path from here?
#Fed #economy #centralbanks #ECB #BOJ #PBOC #AI #AIbubble

Did you know there are smart folks out there who LOATHE #Ai and refuse to learn about the tech ?

They think Ai, progress ended with #GenAi

The same folk, will passionately argue with you from the position of deliberate ignorance that

Reasoning Ai models do not exist ... Even though such models use x100 compute burn and produce quantitavely different results?

The same folk won't even engage meaningfully on #AgenticAi even though such models use x100 compute burn and produce quantitavely different results?

There are now models that burn x10000 compute of the original #LLM and there are no signs of slowing down...

...what the luddites see as inevitable #aibubble is the insatiable demand for ever more powerful models.
X1000000 is entirely probable and it may not even be #AGI

"Mark Zuckerberg, Meta’s chief executive, has staked the future of his company on A.I. by weaving the powerful technology into apps like Facebook and Instagram and spending hundreds of billions of dollars on developing A.I. models and data centers. But as the Silicon Valley company tries to transition from an internet firm to an A.I. organization, its embrace of the technology has been awkward and, at times, downright ugly.

Meta is pushing its 78,000 employees to adopt A.I. tools and factoring their use of the technology in performance reviews. The company is also tracking employees’ computer work to feed and train its A.I. models. And it is cutting jobs to offset its A.I. spending, saying last month that it would slash 10 percent of its work force.

That has led to anger and anxiety as employees await news of whether they are affected by the layoffs, which are slated to be carried out on May 20, according to 11 current and former Meta employees. Some said they no longer saw Meta as a place for a long career. Others were looking for new jobs or trying to signal that they wanted to be laid off so they could receive severance pay, the current and former employees said.

“It’s incredibly demoralizing,” an employee who does user research wrote in an internal post, which was reviewed by The Times."

https://www.nytimes.com/2026/05/08/technology/meta-ai-employees-miserable.html

#AI #GenerativeAI #Meta #Layoffs #Automation #AIBubble

Banks turn data centre loans into 2008-style time bombs - YouTube
https://www.youtube.com/watch?v=LuBlliJ8QMU

#AI #AIBubble #Banks #Finance #CDO #Capitalism

Banks turn data centre loans into 2008-style time bombs - YouTube
https://www.youtube.com/watch?v=LuBlliJ8QMU

#AI #AIBubble #Banks #Finance #CDO #Capitalism

Banks turn data centre loans into 2008-style time bombs - YouTube
https://www.youtube.com/watch?v=LuBlliJ8QMU

#AI #AIBubble #Banks #Finance #CDO #Capitalism

Banks turn data centre loans into 2008-style time bombs - YouTube
https://www.youtube.com/watch?v=LuBlliJ8QMU

#AI #AIBubble #Banks #Finance #CDO #Capitalism

Banks turn data centre loans into 2008-style time bombs - YouTube
https://www.youtube.com/watch?v=LuBlliJ8QMU

#AI #AIBubble #Banks #Finance #CDO #Capitalism

The Artifical Stupidity called Amazon support

https://thelearningloop.bearblog.dev/the-artificial-stupidity-called-amazon-support/

#ai #amazon #stupidity #aibubble

Good Morning #Canada
Lots of conversations about Artificial Intelligence on CBC Radio this AM causing me to wonder what do Canadians think about #AI? Luckily for me Abacus Data published an extensive survey in September of 2025. In general, lower income and older Canadians are skeptical about AI, and 52% overall don't really trust our government to manage how the tool will be controlled or to safeguard us.
Lots of data here to absorb.

#CanadaIsAwesome #AIbubble
https://abacusdata.ca/what-do-canadians-think-about-ai-a-tool-for-progress-or-a-threat-to-stability/

Good Morning #Canada
Lots of conversations about Artificial Intelligence on CBC Radio this AM causing me to wonder what do Canadians think about #AI? Luckily for me Abacus Data published an extensive survey in September of 2025. In general, lower income and older Canadians are skeptical about AI, and 52% overall don't really trust our government to manage how the tool will be controlled or to safeguard us.
Lots of data here to absorb.

#CanadaIsAwesome #AIbubble
https://abacusdata.ca/what-do-canadians-think-about-ai-a-tool-for-progress-or-a-threat-to-stability/

Good Morning #Canada
Lots of conversations about Artificial Intelligence on CBC Radio this AM causing me to wonder what do Canadians think about #AI? Luckily for me Abacus Data published an extensive survey in September of 2025. In general, lower income and older Canadians are skeptical about AI, and 52% overall don't really trust our government to manage how the tool will be controlled or to safeguard us.
Lots of data here to absorb.

#CanadaIsAwesome #AIbubble
https://abacusdata.ca/what-do-canadians-think-about-ai-a-tool-for-progress-or-a-threat-to-stability/

Good Morning #Canada
Lots of conversations about Artificial Intelligence on CBC Radio this AM causing me to wonder what do Canadians think about #AI? Luckily for me Abacus Data published an extensive survey in September of 2025. In general, lower income and older Canadians are skeptical about AI, and 52% overall don't really trust our government to manage how the tool will be controlled or to safeguard us.
Lots of data here to absorb.

#CanadaIsAwesome #AIbubble
https://abacusdata.ca/what-do-canadians-think-about-ai-a-tool-for-progress-or-a-threat-to-stability/

Good Morning #Canada
Lots of conversations about Artificial Intelligence on CBC Radio this AM causing me to wonder what do Canadians think about #AI? Luckily for me Abacus Data published an extensive survey in September of 2025. In general, lower income and older Canadians are skeptical about AI, and 52% overall don't really trust our government to manage how the tool will be controlled or to safeguard us.
Lots of data here to absorb.

#CanadaIsAwesome #AIbubble
https://abacusdata.ca/what-do-canadians-think-about-ai-a-tool-for-progress-or-a-threat-to-stability/

I am now planning to finally invest some of my surplus money(*) into the stock market. So I suppose the first thing to do is figure out which #ETF are the least involved with the #AIBubble .

(*) It still feels weird to _have_ surplus money, after all those years of temp jobs, debts, and near-poverty. But simply leaving it on my zero-interest bank account does not strike me as a sound fiscal strategy.

I am now planning to finally invest some of my surplus money(*) into the stock market. So I suppose the first thing to do is figure out which #ETF are the least involved with the #AIBubble .

(*) It still feels weird to _have_ surplus money, after all those years of temp jobs, debts, and near-poverty. But simply leaving it on my zero-interest bank account does not strike me as a sound fiscal strategy.

"OpenAI’s $500bn Stargate plan to secure computing power is being reworked and, in places, abandoned. Yet its willingness to strike whatever deals are necessary to secure capacity has given it an edge in the race to build AI infrastructure.

In recent weeks, the group has halted planned data centres in the UK and Norway, declined to expand its flagship site in Abilene, Texas and seen several senior figures tied to Stargate leave for rival Meta.

Originally announced in early 2025 by Donald Trump as a $500bn joint venture between OpenAI, Oracle, Abu Dhabi fund MGX and Japan’s SoftBank, Stargate was designed to finance and build dedicated data centres for OpenAI’s use. The idea was to pool capital to tackle the cost and complexity of AI infrastructure.

That concept has rapidly given way to a more flexible approach, with OpenAI increasingly relying on third-party providers, leasing capacity rather than building and owning its own facilities.
“I don’t know what ‘Stargate’ means at this point,” said a person who was involved in the data centre buildout at the outset. “I think it is a completely antiquated line right now.”"

https://www.ft.com/content/664a57e2-dffa-401e-81ad-55129ffb0e89?syn-25a6b1a6=1

#AI #GenerativeAI #OpenAI #Stargate #AIBubble

https://www.europesays.com/people/58376/ An AI bubble? No so, says this leading money manager #AIBubble #america #BruceFlatt #chairman #ChiefExecutive #company #FinancierMichaelMilken #Investment #Investor #LargeAssetManager #LarryFink #MassiveDatumCenter #MondayPanel #UnrivaledOpportunity #world

"Desenhando" os motivos do fim do almoço grátis em inteligência artificial para a @mobiletime.com.br

https://www.mobiletime.com.br/colunistas/05/05/2026/james-gorgen-almoco-gratis/

#AI #monetization #adtech #AIbubble

‘The cost of compute is far beyond the costs of the employees’: Nvidia exec says right now AI is more expensive than paying human workers
https://fortune.com/2026/04/28/nvidia-executive-cost-of-ai-is-greater-than-cost-of-employees/

#ai #llm #aibubble #labor #labour #swe #claude #chatgpt #anthropic #openai #noai #stopai #fuckai

Holy hell fire. #aibubble + #oilprices and #usa #blocakade and #iran holding the #straight and impact on #oil and #naturalgas and the fact the world eats #methane (Haber process) + the latent effect of #trump disrupting international trade with dumbass #tariffs ? Talk about an #economic mother of all storms, my goodness. Hide some food. We may lose a billion humans in 2027. #mourningstudies

An enlightening story. It demonstrates how executives are manipulated into participating in economic hype bubbles such as AI, or otherwise.

https://ludic.mataroa.blog/blog/brainwash-an-executive-today/

I've added it to my list of curios:
https://lzon.ca/curios

#indieweb #personalweb #blog #curios #AIBubble #InstitutionalIsomorphism

An enlightening story. It demonstrates how executives are manipulated into participating in economic hype bubbles such as AI, or otherwise.

https://ludic.mataroa.blog/blog/brainwash-an-executive-today/

I've added it to my list of curios:
https://lzon.ca/curios

#indieweb #personalweb #blog #curios #AIBubble #InstitutionalIsomorphism

An enlightening story. It demonstrates how executives are manipulated into participating in economic hype bubbles such as AI, or otherwise.

https://ludic.mataroa.blog/blog/brainwash-an-executive-today/

I've added it to my list of curios:
https://lzon.ca/curios

#indieweb #personalweb #blog #curios #AIBubble #InstitutionalIsomorphism

An enlightening story. It demonstrates how executives are manipulated into participating in economic hype bubbles such as AI, or otherwise.

https://ludic.mataroa.blog/blog/brainwash-an-executive-today/

I've added it to my list of curios:
https://lzon.ca/curios

#indieweb #personalweb #blog #curios #AIBubble #InstitutionalIsomorphism

An enlightening story. It demonstrates how executives are manipulated into participating in economic hype bubbles such as AI, or otherwise.

https://ludic.mataroa.blog/blog/brainwash-an-executive-today/

I've added it to my list of curios:
https://lzon.ca/curios

#indieweb #personalweb #blog #curios #AIBubble #InstitutionalIsomorphism

https://www.europesays.com/people/38702/ 3 Takeaways About the AI Race From SoftBank’s Earnings Call #AI #AIBubble #AIRace #cfo #company #earning #JapaneseConglomerate #MasayoshiSon #Nvidia #october #OpenAIInvestment #Project #robotic #SoftBank #stake #YoshimitsuGoto

…
"The thesis is that the [physical and electrical] wall wins the first round, the demand narrative fractures in the second."

The first hints of invalidation would be if the Wood Mackenzie quarterly survey, expected in July 2026, reported power transformer lead times below the past assessment of 128 weeks.

https://shanakaanslemperera.substack.com/p/the-power-wall

#AIBubble #infrastructure #planning #projectManagement #timeToDeliver #markets #economy #dataCenters #energy #Cloud #magnificent7 #emissions #power #powerGrid #grid

… "The thesis is that the [electrical] wall wins the first round, the demand narrative fractures in the second." #AIBubble #planning #timeToDeliver #markets #economy #dataCenters #energy #powerGrid

THE POWER WALL

I’d say the following fits perfectly 🤭

“When even shoeshine boys are giving you stock tips, it’s time to sell.”
- (supposedly) Joe Kennedy

https://news.kagi.com/s/pbr643

#AIBubble #allbirds #ai

@majorlinux

#FOMO ?

#AIhype #AIbubble #AIbullshit #AIslop

Here’s my latest Quick Take blog, full of interesting links: AI Trending Topics, March 2026. https://www.linkedin.com/pulse/quick-take-ai-trending-topics-march-2026-peter-welcher-jbske/ Tags: #PeterWelcher #CCIE1773 #AIFriction #AIBubble #CorporateAI #AISkills #AIGovernance #AIData #AISecurity #LearningAI

Now got the two ANTI-AI stickers up on the Ko-Fi store.

UK Only for the moment, but other regions will be added over time (open to suggestions).

Love what I've been able to do with these and hopefully will get the others up on the store soon.

https://ko-fi.com/vexblue/shop/anti_aistickers

#Stickers #AntiAI #AI #NoAI #CustomStickers #StickerShop #FuckAI #AIBubble

This is a map from JP Morgan showing when oil shipments from the Strait of Hormuz are scheduled to make their last deliveries in different parts of the world.

Even if hostilities were to cease today, refineries & storage facilities have been struck, & tankers travel slowly, so there still would be a lag period before more ships sail out plus additional supply reductions. It's similar to last year's tariffs mess (a practice run?), but this time, it can't all be undone by a signature or phone call.

Brace for impact; this is an oil shock that's very likely to pop the bubble of the global capitalist economy, causing price spikes & even rationing in the short term, followed by all kinds of serious turmoil. See ⁨@Prolekult⁩ 's "The Road to Tehran" for more about the USA's motivations: https://www.youtube.com/watch?v=QzpRvXCCGUU

map source (Marketwatch): https://images.mktw.net/im-00084239?width=1200&size=1.871345029239766&pixel_ratio=2

#news #politics #economics #economy #iran #usa #unitedstates #israel #trump #oilshock #oil #war #middleeast #persiangulf #straitofhormuz #shipping #transport #transportation #globaleconomy #capitalism #collapse #aibubble #famine #foodshortage #fertilizer #imperialism #ww3 #worldwar3 #wwiii #palestine #gaza #cuba #venezuela #greenland #europe #china #geopolitics

"Perhaps the clearest examples are advanced memory and training chips, which are among the most important—and are by far the most expensive—components of training any AI model. Currently, most of them are produced by two companies in South Korea and one in Taiwan. These countries, in turn, get a large majority of their crude oil and much of their liquefied natural gas—which help fuel semiconductor manufacturing—from the Persian Gulf. The chip companies also require helium, sulfur, and bromine—three key inputs to silicon wafers—largely sourced from the region. In addition, Saudi Arabia, Qatar, the United Arab Emirates, and other regional petrostates have become key investors in the American AI firms that purchase most of those chips.

Because of the war in Iran, the Strait of Hormuz is functionally closed to most shipping vessels, stranding one-fifth of the world’s exports of natural gas, one-third of the world’s exports of crude oil, and significant quantities of the planet’s exportable fertilizer, helium, and sulfur. Meanwhile, Iran and Israel have begun bombing much of the fossil-fuel infrastructure in the region, which could take many years to replace. In only a month of war, the price of Brent crude—a global oil benchmark—has jumped by 40 percent and could more than double, liquefied-natural-gas prices are soaring in Europe and Asia, and helium spot prices have already doubled. The strait is “critical to basically every aspect of the global economy,” Sam Winter-Levy, a technology and national-security researcher at the Carnegie Endowment for International Peace, told us. “The AI supply chain is not insulated.”

The situation could quickly deteriorate from here. A helium crunch could trigger a shortage of AI chips or cause chip prices to rise."
https://www.theatlantic.com/technology/2026/03/ai-boom-polycrisis/686559/

#AI #GenerativeAI #AIBoom #AIBubble #War #Iran #USA #Oil #Trump

The forced energy transition is explained by @polycrisis Kate Mackenzie and Tim Sahay: https://www.phenomenalworld.org/analysis/war-on-iran/

#demandDestruction #military #inflation #IranWar #warInIran #sulphur #helium #semiConductors #AIBubble #defence #defense #Hormuz #Qatar #GNL #energy #oilAndGas #Iran

How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs

#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux

How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs

#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux

How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs

#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux

Critical mineral mining and rare earth elements (REEs) processing are disrupted by both the destruction of energy assets in the Gulf and the closure of the Strait of Hormuz: https://thesoufancenter.org/intelbrief-2026-march-25/

#military #inflation #IranWar #warInIran #sulphur #helium #semiConductors #AIBubble #defence #defense #Hormuz #Qatar #GNL #energy #oilAndGas

Critical mineral mining and rare earth elements (REEs) processing are disrupted by both the destruction of energy assets in the Gulf and the closure of the Strait of Hormuz. #military #inflation #oilAndGas #IranWar #warInIran #semiConductors #AIBubble #defence #defense #Hormuz #Qatar #GNL

The Iran War: A Crisis for the...

@GhostOnTheHalfShell

10k words, wrong thesis.

He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.

Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."

Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.

Zitron found the right neighbourhood and broke into the wrong house.

#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt

@GhostOnTheHalfShell

10k words, wrong thesis.

He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.

Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."

Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.

Zitron found the right neighbourhood and broke into the wrong house.

#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt

@GhostOnTheHalfShell

10k words, wrong thesis.

He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.

Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."

Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.

Zitron found the right neighbourhood and broke into the wrong house.

#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt