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AI Bubble Sources

2and20
Dec 13th, 2025
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  1. https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42
  2. https://www.wsj.com/tech/ai/openai-broadcom-forge-multibillion-dollar-chip-development-deal-58d930d1
  3. https://tomtunguz.com/openai-hardware-spending-2025-2035/
  4. https://x.com/sama/status/1986514377470845007
  5. https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/capex.html
  6. https://www.bain.com/about/media-center/press-releases/20252/$2-trillion-in-new-revenue-needed-to-fund-ais-scaling-trend---bain--companys-6th-annual-global-technology-report/
  7. https://www.reuters.com/sustainability/boards-policy-regulation/metas-148-billion-scale-ai-deal-latest-test-ai-partnerships-2025-06-13/
  8. https://www.nytimes.com/2025/10/29/technology/meta-spending-ai.html
  9. https://finance.yahoo.com/news/mark-zuckerberg-reportedly-drops-1-203104111.html
  10. https://www.bu.edu/eci/files/2019/06/MAC_2e_Chapter_15.pdf
  11. https://pmc.ncbi.nlm.nih.gov/articles/PMC5959048/
  12. https://nymag.com/intelligencer/2018/08/america-10-years-after-the-financial-crisis.html
  13. https://www.federalreservehistory.org/essays/great-recession-of-200709
  14. https://www.federalreserve.gov/pubs/feds/2008/200859/200859pap.pdf
  15. https://www.occ.treas.gov/publications-and-resources/publications/mortgage-metrics-reports/files/pub-mortgage-metrics-q1-2008.pdf
  16. https://www.un.org/esa/socdev/rwss/docs/2011/chapter2.pdf
  17. https://www.coll.mpg.de/53191/2008_43online.pdf
  18. https://www.spilledcoffee.co/p/why-this-isnt-like-the-dotcom-bubble
  19. https://internationalbanker.com/history-of-financial-crises/the-dotcom-bubble-burst-2000/
  20. https://www.goldmansachs.com/our-firm/history/moments/2000-dot-com-bubble
  21. https://elischolar.library.yale.edu/cgi/viewcontent.cgi?article=7598&context=ypfs-documents
  22. https://www.cnbc.com/2023/04/08/microsofts-complex-bet-on-openai-brings-potential-and-uncertainty.html
  23. https://openai.com/index/next-chapter-of-microsoft-openai-partnership/
  24. https://www.theregister.com/2025/11/12/openai_spending_report/
  25. https://windows.gadgethacks.com/news/microsoft-secures-27-openai-stake-in-135b-partnership/
  26. https://www.microsoft.com/investor/reports/ar25/index.html
  27. https://www.bloomberg.com/news/articles/2025-09-22/nvidia-to-invest-100-billion-in-openai-in-ai-computing-buildout
  28. https://www.reuters.com/business/nvidia-invest-100-billion-openai-2025-09-22/
  29. https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems
  30. https://www.bloomberg.com/news/features/2025-10-07/openai-s-nvidia-amd-deals-boost-1-trillion-ai-boom-with-circular-deals
  31. https://www.outlookbusiness.com/explainers/inside-the-ai-bubble-how-openai-nvidia-are-weaving-a-web-of-circular-deals
  32. https://finance.yahoo.com/news/nvidias-24b-ai-deal-blitz-has-wall-street-asking-questions-about-murky-circular-investments-110039309.html
  33. https://www.wheresyoured.at/openai-is-a-systemic-risk-to-the-tech-industry-2/
  34.  
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