The AI hype bubble now represents something like 20-30% of the stock market depending on who you ask. For reference the great depression started with a 24% drop of the stock market. The people running this AI game know there is 0% chance the government will let this play out naturally because it would cause another great depression. Bailout Guaranteed.

The plebs can take some inflation,higher taxes and national debt increase for the hucksters to get some yachts and lambos. I mean what were you going to do with that money? Feed your family? Pay rent? Jeeze get a life....

In this round of con there is not even a way for an average pleb to get any scraps since the AI bubble is almost completely hidden behind private equity. Except maybe Nvidia stock.

The bubble is starting to froth/pop IMO. An incestuous cycle of players propping each other up with circular investments(ie I'll loan you money to buy my product so I can sell it to you) began last month with Nvidia "funding" OpenAI datacenters. Actions like that mean they are out of external ways to keep shuffling the debt. Like when WeWork CEO started loaning the company its own money to buy its own product to rent.

Edit: Oh $hit AMD just did the same thing with a circular funding deal with OpenAI. https://news.ycombinator.com/item?id=45490549 Channel Stuffing Money printer go brrr. I can't belive there is even discussion if there is a bubble at this point. Its literally wolf of wall street "Never let them cash out that makes it real" style deals all over the place.