AI Bubble 2026

Sources:
https://eu.36kr.com/en/p/3626220549026306
https://medium.com/@cherc7888/sora-app-from-viral-sensation-to-1-30-day-retention-ef939c086136
https://www.reuters.com/business/autos-transportation/investors-punish-big-tech-ai-spending-that-delivers-slower-growth-2026-01-29/
https://www.irishtimes.com/business/2026/01/20/ai-boom-could-falter-without-wider-adoption-microsoft-chief-satya-nadella-warns/
https://www.windowscentral.com/microsoft/microsoft-ceo-satya-nadella-really-wants-you-to-stop-calling-ai-slop-in-2026
https://www.reuters.com/business/retail-consumer/microsoft-edges-past-cloud-growth-expectations-2026-01-28/
https://futurism.com/artificial-intelligence/nvidia-ceo-stop-being-negative-ai
https://www.businessinsider.com/nvidia-jensen-huang-ai-doomerism-damage-investments-2026-1
https://www.cnbc.com/quotes/NVDA
https://www.cnbc.com/quotes/ORCL
https://drive.google.com/file/d/1r6ahV923KqOdRg_t-o-4uNxOpurjv64_/view?usp=sharing
https://gizmodo.com/microsofts-ai-spend-is-starting-to-spook-investors-2000715208
https://x.com/brewmarkets/status/2018798443117133878
https://www.reuters.com/graphics/MICROSOFT-RESULTS/lbpgmejorpq/chart.png
https://www.investors.com/news/technology/oracle-stock-ai-funding-50-billion/
https://www.reuters.com/business/nvidia-cfo-says-chipmaker-yet-finalize-100-billion-openai-deal-2025-12-02/
https://www.reuters.com/world/asia-pacific/nvidia-ceo-huang-denies-he-is-unhappy-with-openai-says-huge-investment-planned-2026-01-31/
https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3
https://www.reuters.com/business/openai-cfo-says-annualized-revenue-crosses-20-billion-2025-2026-01-19/
https://www.morningstar.com/news/marketwatch/20251205243/this-crazy-chart-shows-just-how-much-cash-openai-is-burning-as-it-chases-ai-profits
https://www.tomshardware.com/tech-industry/big-tech/openai-could-reportedly-run-out-of-cash-by-mid-2027-nyt-analyst-paints-grim-picture-after-examining-companys-finances
https://www.reuters.com/business/retail-consumer/nvidia-microsoft-amazon-talks-invest-up-60-billion-openai-information-reports-2026-01-29/
https://www.theverge.com/news/869983/elizabeth-warren-openai-sam-altman-bailout-letter
https://edition.cnn.com/2025/11/06/tech/openai-backtracks-government-support-chip-investments
https://trends.google.com/explore?date=today%205-y&geo=Worldwide&q=AI%2C%2Fg%2F11ts49p01g%2C%2Fg%2F11bxc656v6%2C%2Fg%2F11khcfz0y2%2C%2Fm%2F03dk1%2C%2Fg%2F11vsvt34wr%2CAI%2520Tool
https://en.wikipedia.org/wiki/Gartner_hype_cycle#/media/File:Gartner_Hype_Cycle.svg
https://thevaluephilosopher.substack.com/p/the-end-of-ai-tourism-tools-vs-toys
https://sherwood.news/tech/openais-sora-2-started-off-scorching-hot-things-have-slowed-down-since/
https://www.theguardian.com/technology/2025/dec/02/sam-altman-issues-code-red-at-openai-as-chatgpt-contends-with-rivals
https://www.directionsonmicrosoft.com/microsoft-claims-15-million-paid-m365-copilot-seats/
https://www.extremetech.com/computing/microsoft-scales-back-ai-goals-because-almost-nobody-is-using-copilot
https://drive.google.com/file/d/175WAWqC4oboIWm5a4GtHHWtVil0yt85D/view?usp=sharing
https://davidgerard.co.uk/blockchain/wp-content/uploads/2019/10/gartner-hype-cycle-2018.png
https://futurism.com/ai-agents-failing-companies
https://companiesmarketcap.com/largest-companies-by-revenue/
https://www.tomsguide.com/computing/windows-operating-systems/microsoft-is-reportedly-pulling-back-on-stuffing-windows-11-with-ai-and-i-couldnt-be-happier
https://www.nature.com/articles/s41586-021-03819-2
https://www.theguardian.com/science/2026/jan/29/ai-use-in-breast-cancer-screening-cuts-rate-of-later-diagnosis-by-12-study-finds
https://www.nature.com/articles/s41586-021-03854-z
https://www.reuters.com/science/scientists-document-remarkable-sperm-whale-phonetic-alphabet-2024-05-07/
https://www.anthropic.com/features/claude-on-mars
https://www.axios.com/2026/01/30/ai-anthropic-enterprise-claude
https://www.youtube.com/watch?v=hzsK2wC2hNk
https://www.youtube.com/watch?v=COOAssGkF6I
https://www.youtube.com/watch?v=2hcsmtkSzIw
https://www.barrons.com/articles/openai-sora-use-271f34da
https://a16z.com/state-of-consumer-ai-2025-product-hits-misses-and-whats-next/
https://www.pcgamer.com/software/ai/microsoft-ceo-warns-that-we-must-do-something-useful-with-ai-or-theyll-lose-social-permission-to-burn-electricity-on-it/
https://www.theguardian.com/technology/2026/jan/21/rollout-ai-slowed-save-society-jp-morgan-jamie-dimon-jensen-huang
https://economictimes.indiatimes.com/tech/artificial-intelligence/nvidia-ceo-jensen-huang-urges-nations-to-treat-ai-as-core-national-infrastructure/articleshow/127015626.cms?from=mdr
https://gizmodo.com/jensen-huang-is-begging-you-to-stop-being-so-negative-about-ai-2000709335
https://futurism.com/artificial-intelligence/altman-openai-chatgpt-worse
https://www.businessinsider.com/elon-musk-retirement-saving-ai-abundance-anthropic-dario-essay-ubi-2026-1
https://www.businessinsider.com/dario-amodei-ai-essay-most-interesting-quotes-2026-1
https://www.barrons.com/articles/nvidia-stock-price-openai-investment-5af4b646
https://www.barrons.com/articles/nvidia-stock-price-openai-ipo-0bc8e4a3
https://www.investors.com/news/technology/nvidia-stock-nvda-openai-funding-issues/
https://www.fool.com/earnings/call-transcripts/2026/01/28/microsoft-msft-q2-2026-earnings-call-transcript/