Talk:AI bubble

OpenAI has failed to prove ... [citation needed] - Proving a negative?

Does it make sense to require a citation on the lack of a statement? (Genuinely asking) ~2026-42521-34 (talk) 14:27, 1 August 2026 (UTC)

The June 2026 pop never materialised

The following discussion is closed. Please do not modify it. Subsequent comments should be made on the appropriate discussion page. No further edits should be made to this discussion.

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The article still carries the weight of a June reckoning that never arrived. Three months on: no broad rout, no cascade of defaults, no second domino. The KOSPI wobble has settled into a sideways market, and the "historic crash" is a regional episode wearing a global headline. A bubble that pops only in one index and in the confidence of its prophets is a hypothesis, not an event. The anti-AI camp was certain enough that its silence since July now reads as a refutation. Suggest the lead drop the present-tense doomsday framing, or candidly acknowledge the non-event. WP:CRYSTAL was deployed against the prophets in June; the asymmetry since has gone unremarked. ~2026-48215-79 (talk) 14:35, 5 September 2026 (UTC)

> The anti-AI camp was certain enough that its silence since July now reads as a refutation.

Most pathetic lie i've ever read. The admins locked the topic! We are not silent, we are silenced! You rip our tongue out and then have the nerve to say we are silent, because we have nothing to say?! Absolutely spineless and pathetic. But no matter. The greater your arrogance, the harder you will fall on your face. ~2026-54049-25 (talk) 14:40, 7 October 2026 (UTC)

I wonder what article this is about? I wonder how I got to this page while thinking I was at the Teahouse. Maproom (talk) 09:24, 31 October 2026 (UTC)

They are a bot. "~2026-48215-79 " is a bot name, not to mention their paragraph is AI generated. Chudjak (talk) 20:48, 31 October 2026 (UTC)

The discussion above is closed. Please do not modify it. Subsequent comments should be made on the appropriate discussion page. No further edits should be made to this discussion.

Further signs of the bubble cracking

https://www.reuters.com/world/china/china-ai-bubble-has-already-burst-2026-10-26/

Feel free to ignore this too. ~2026-57404-42 (talk) 20:02, 27 October 2026 (UTC)

Revaluating the "concept" part of the article

I dunno what the process is for starting a more comprehensive discussion for consensus on reworking the article so it's more about an actual bubble instead of a hypothetical one, but given the recent news in China and the falling of US tech stocks with losses going upwards of a trillion USD, I think it's about that time to start the discussion.

You have the Reuters article in the actual page for the China development, but you have articles like this from the BBC that describe the AI bubble potentially bursting in the US, and even articles that still dispute the bubble exists acknowledge that this is a slowdown as per CNBC, just to name a couple of examples. There is one more article I wanna throw out, but I am not sure if this would count as a reliable, trustworthy, notable source for Wikipedia standards (that I have not seen parried somewhere else) but I will still throw it around for the sake of conversation. According to SeekingAlpha, supposedly Alphabet, Microsoft, and Amazon's reports confirm the AI bubble has burst, but of course, the validity of the article and the source website can be disputed. Obviously more people can find other sources to try and reach a consensus, but the point is that with all that's going on, to me at least, there is enough sources to warrant a discussion about changing this from just a speculated bubble to an actual one. GaomonAndLucario (talk) 23:50, 30 October 2026 (UTC)

@GaomonAndLucario I don't think that including the word 'concept' implies that the AI bubble is a hypothetical one, though I do see your argument. Also, most of the sources for the opposing views section of this article are from last year or a few months ago. What other parts of the article read to you like the bubble is hypothetical? Aperture LENS (talk) 02:01, 31 October 2026 (UTC)

A lot of the wording in the speculation section, like "critics argue" or "X could" comes across as speculative, as if they are arguing that the hypothetical bubble does exist, or at the very least, what one could look like and how it'd impact people, companies, and the economy. Compared to something like the dot-com bubble article, even though it's been over two decades old and a well-researched and studied phenomenon, it treats it like an actual thing that happened, rather than try to establish that it IS a thing to the reader. This is what I am sorta gauging with consensus, is if the recent events and the sudden influx of sources that reference an AI bubble existing, popping, and/or acknowledging it as a term, are noteworthy and substantial enough to change the consensus from this being a speculative/hypothetical bubble with arguments for both sides, to a definite thing that has happened, or rather, is happening. GaomonAndLucario (talk) 02:24, 31 October 2026 (UTC)

@GaomonAndLucario The difference between this bubble and the dot-com bubble is that the dot-com bubble has already happened and this issue is ongoing, hence the language in that article. The Cryptocurrency bubble article is a lot more explicit about being a theoretical bubble. Please look at the above topic, since it is the same concern. I do acknowledge that this time (3 months later) there is more evidence to your point like the Reuters and BBC articles. Aperture LENS (talk) 05:22, 31 October 2026 (UTC)

@Aperture LENS That's what I'm trying to determine, is if there is a notable and substantial enough coverage in the sources, along with a consensus that we do, that we can shift the wording to something more akin to what's in, say, the dot-com bubble. If it turns out that there isn't enough notability/credible sources or that the consensus is that we stay with the article as written for the time being, then that's fine! With how much work would need to be done to start shifting the article from being essentially a coverage between two sides (those that argue that it exists vs one that says there isn't) to a factual one, this sort of work I feel needs consensus before we start shifting the tone of the article. Plus in the talk page you linked, the first reply mentions that it is impossible to tell if a bubble has formed if it hasn't bursted yet. So that's really the heart of the conversation I'm trying get at, is: do we have enough credible sources, and enough notability of these events, for us as Wikipedians to confidently say "yes, there is an AI bubble since it has bursted"? GaomonAndLucario (talk) 06:05, 31 October 2026 (UTC)

Actually, factual isn't probably the right word to use here, it'd more like documenting the events and noting the consequences that resulted from them. GaomonAndLucario (talk) 06:07, 31 October 2026 (UTC)

I don't think there's enough evidence quite yet; the BBC article you linked still says things like Many analysts have been debating the possibility of an AI bubble... and ...creating fears of an AI bubble. Wikipedia has no deadline, so we can wait for a few weeks to see. I do, however, now think we can say in wikivoice that "the AI bubble in China has burst", given that Reuters, NPR, the Financial Times, and the Center for Economic and Policy Research all describe it in those terms. ARoseThorn (talk) 22:29, 31 October 2026 (UTC)