---
title: "Premium: What If...We're In An AI Bubble? (Part 2)"
url: https://daily.dev/posts/premium-what-if-we-re-in-an-ai-bubble-part-2--nbmi3kaej
source_url: https://www.wheresyoured.at/premium-what-if-were-in-an-ai-bubble-part-2
type: article
source: "Where's Your Ed At"
published: 2026-05-22T16:26:00.669Z
updated: 2026-05-22T16:26:23.955Z
tags: ["ai", "venture-capital", "nvidia"]
reading_time: 9
upvotes: 22
comments: 8
language: en
---

> ## Documentation Index
> Fetch the complete documentation index at: https://daily.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Premium: What If...We're In An AI Bubble? (Part 2)

**[Where's Your Ed At](https://daily.dev/sources/wheresyoured)** · 9 min read · 22 upvotes · 8 comments

## Summary

Part 2 of an ongoing series examining the possibility of an AI bubble, exploring cascading consequences if data center construction slows, including NVIDIA GPU oversupply, hyperscaler revenue shortfalls, and $178.5B in data center debt going unpaid. The piece argues that apparent AI compute demand is largely an illusion created by Anthropic and OpenAI absorbing available capacity, while broader enterprise demand has plateaued. It critiques the circular dependency between AI labs, venture capital, and AI startups — where everyone assumes someone else will solve the profitability problem. The installment previews scenarios around VC funding drying up, AI startups collapsing, and inference remaining unprofitable.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://www.wheresyoured.at/premium-what-if-were-in-an-ai-bubble-part-2>

## Community discussion

Top comments from developers on daily.dev.

**@sonic666** · 2 upvotes

> As we can see they are slowly increasing the price of tokens. Each new model is introduced by higher token consumption compared to previous one. So they keep the price but with more capable models you get less and less tokens which is, at the end of day increasing your bill. And I don't mean chatbots or CLIs assisting you here and there, I mean full fat AI orchestration where several agents are generating / reviewing and rewrite the code all day long. It's getting pricey. If you have massive code base ... BUT instead of 30k-40k AI monthly bill you can pay 2-3 senior developers equipped with...

**@myles59** · 1 upvotes

> There can only ever be a TPU and all these specialized PUs oversupply not Nvidia GPU supply because these are the same chips that can be used for any other type of accelerated computing and Nvidia makes that clear

**@stratisderm** · 1 upvotes

> We are definitely in a bubble.

**@creativewarlock** · 0 upvotes

> Complete the sentence: The house of cards will ______.

**@asmui\_ahmad** · 0 upvotes

> Good to know ehh

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---

Tags: [#ai](https://daily.dev/tags/ai), [#venture-capital](https://daily.dev/tags/venture-capital), [#nvidia](https://daily.dev/tags/nvidia)

[View this post on daily.dev](https://daily.dev/posts/premium-what-if-we-re-in-an-ai-bubble-part-2--nbmi3kaej)