Let's hope that it's correct, and we see a correction in AI spending in 2026. Not only to deflate the stock market but also to bring some sanity to the way we waste resources with nothing to show for it.
#AI #market #bubble
https://www.cnbc.com/2025/12/25/how-the-ai-market-could-splinter-in-2026-.html

https://www.apmex.com/silver-price

What the heck is happening to silver prices? Up almost 50% in the last month!? Might need to dig around and sell some old coins at these prices

#silver #SilverPrice #coins #investing #bubble

Do you like AI?

Come by our assembly at #39c3 and press the button to try out our generative AI machine which is definitely not a bubble :D

#congress #AI #bubble @coldnorth

Generative Ai is waging a war on financial sanity:
"Between 2001 and 2014, the wars in Iraq and Afghanistan cost the US an estimated $1.5 trillion to $1.7 trillion in direct spending. Global AI spending, according to Gartner, is forecast to reach nearly $1.5 trillion this year, putting today's AI boom in the same cash-burning league as two major wars."
I'd say that the pace of Ai spending is in a league of its own.
When this bubble bursts -- as it soon will -- the effects will be far reaching.
Will the perpetrators get off unscathed while the rest of us underwrite their escape?
https://www.theregister.com/2025/12/24/ai_spending_cooling_off/
#Economics #PoliticalEconomy #Ai #Bubble
AI faces closing time at the cash buffet

opinion: Will businesses continue to invest in something that's shown so little return?

The Register

Ich wünsche mir ja, dass die #KI #bubble mit einem riesigen Knall platzt und die großen Monopolisten allesamt vom Markt verschwinden. Danach dann gerne eine funktionierende Regulierung des Marktes durch internationale Institutionen wie die #UN mit starken Sanktionen gegen diejenigen, die sich nicht an demokratische Regeln halten. Alle Modelle müssen transparent und offen sein.

#google #musk #Microsoft #aws #openai #urheberrecht #fuckai #opensource

"Private equity firms have been struggling to deliver on their core business model of taking on debt, buying companies and selling them for a profit. Several years of high interest rates have made it too expensive for many would-be buyers to purchase companies with debt, and private equity firms are contending with a backlog of more than 31,000 unsold companies, a record amount. Deal activity picked up toward the end of this year, but not enough to make a significant dent in the backlog.

Continuation vehicles are providing a short-term solution by allowing firms to sell the companies to themselves, book a paper gain and wait for interest rates to improve.

Private equity firms have been turning to this strategy more frequently. The dollar value of continuation vehicles across the industry is expected to total $100 billion or more by the end of 2025, up from about $35 billion in 2019, according to the investment bank Evercore.

Private equity is one of the biggest parts of the global economy, with more than $7 trillion in investors’ money, and some of those investors are getting increasingly worried that strategies like continuation vehicles are putting off a painful reckoning.

Private equity firms say they are selling only their best-performing companies to continuation vehicles, which would yield big profits when the companies can eventually be sold to outside buyers.

The risk, investors say, is that the insular nature of these sales — where the private equity firm is both the buyer and seller — is leading to questionable valuations and unrealistic projections, leaving investors vulnerable to painful surprises."

https://www.nytimes.com/2025/12/24/business/private-equity-continuation-funds.html

#PrivateEquity #Economy #Bubble #Capitalism #ContinuationFunds #Debt

Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals

Buyout firms have struggled to sell companies they own and have instead found a workaround to get cash back to clients: Selling the companies to themselves.

The New York Times
Die künstliche Intelligenzblase | Tomasz Konicz

Eine kurze Blasenvermessung samt Einordnung in die Finanzblasenökonomie des untergehenden neoliberalen Zeitalters.

Tomasz Konicz

Deze zwarte lederen sneaker dropt straks. Ga alvast naar de schoen.

👟 Nike Air Max 95 Leather QS (Big Bubble) - Black
🔗 https://tidd.ly/48U4IYE

#leather #bubble #airmax
https://www.sneakeragenda.com/agenda/nike-air-max-95-leather-qs-big-bubble-black-im0696-001/?feed_id=3828&_unique_id=694f86f93fe78

Air Max 95 Big Bubble 'Black' (IM0696-001) release date

Explore and buy the Air Max 95 Big Bubble 'Black'. Stay a step ahead of the latest sneaker launches and drops.

Nike.com

The Venn diagram for the top three stories on Slashdot is sobering.

1] AI and Data Centre tech debt is getting expensive, because trust is falling, 2] Indian tech sector isnt shrunk by AI, its growing, fixing AI, and 3] BIG Tech companies are (temporarily?) bathed in AI money, but non AI companies are struggling.

Indian AI Repair
https://m.slashdot.org/story/450637

Debt Cost Rising
https://m.slashdot.org/story/450635

Slump Divide
https://m.slashdot.org/story/450633

AI: a pair of flip flops, with Ferrari money.

#ai #bubble

ENG/PL
All my socials are being swamped by ppl panicking about RAM shortages, gfx cards shortages, death of PC building, etc. I empathize with you.
However I must point out that my RPi is more powerful than my Amiga was and my mobile beats even PS3, and those platforms gave me years of joy. We have all that hardware and we can still use it.
I know it's the gaming crowd that hurts the most (or the loudest;)), but think realistically for a second; every single new game would be as much fun as it is right now if it was made for 2015 hardware. Most of the new games can be optimized for rigs that are decade or more old. Who, apart from AI ppl, miners and Nvidia sales team, really needs 5090? Is there a special piece of software that everybody uses, that needs to have 128GB DDR5?
If anything a massive crash in modern hardware market might finally bring balance to home PCs. Might force people to optimize their software instead of demanding everybody to throw another generation of CPUs at it.
PL
Moje sociale są zalewane przez ludzi panikujących z powodu braków RAMu, kart graficznych, śmierci budowania PCtów itp. Empatyzuję z nimi.
Ale zauważam, że moje RPi jest potężniejsze niż była moja Amiga, a mój telefon bije na głowę nawet PS3, a te platformy dawały mi lata radości. Mamy ten cały sprzęt i nadal możemy go używać.
Wiem, że graczy boli to najbardziej (albo to oni najgłośniej krzyczą ;)), ale pomyślcie przez chwilę realistycznie; każda nowa gra dawałaby tyle samo radochy co teraz, gdyby była robiona pod sprzęt z 2015. Nowe gry dałoby się zoptymalizować pod maszyny, które mają dekadę lub więcej. Kto tak naprawdę, poza fanami AI, minerami i handlowcami Nvidii, potrzebuje 5090? Czy istnieje jakiś konkretny soft, którego wszyscy używają i który wymaga 128GB DDR5?
Może potężny krach na rynku nowoczesnego hardware mógłby w końcu przywrócić równowagę w domowych PC. Może zmusił to ludzi do optymalizacji softu, zamiast wymagania od wszystkich rzucania w problem kolejną generacją procesorów.
#ram #shortage #ai #bubble #pc