Narrative Axis: Is it an AI Bubble?

Is it an AI Bubble?

There is no AI investment bubble

AI companies continue to justify their vast valuations and continue to raise capital. Valuations do not collapse suddenly.

The AI investment bubble will burst imminently

The gigantic amounts of money flowing into AI companies in 2022-2025 is seen not to generate returns and AI company valuations collapse very soon.

Timeline

Key recent developments

There is no AI investment bubble
The AI investment bubble will burst imminently
15 Apr 2026
26 Mar 2026
24 Mar 2026
19 Mar 2026
13 Mar 2026
13 Mar 2026
13 Mar 2026
13 Mar 2026
5 Mar 2026
27 Feb 2026
27 Feb 2026
27 Feb 2026
24 Feb 2026
23 Feb 2026
23 Feb 2026
23 Feb 2026
6 Feb 2026
5 Feb 2026
5 Feb 2026
5 Feb 2026
Created: 19/09/2025
Updated: 19/09/2025