Premium: The Ways The AI Bubble Might Burst

Source: Where’s Your Ed At Date: 2025-12-05 URL: https://www.wheresyoured.at/premium-the-ways-the-ai-bubble-might-burst/

Summary

Premium analysis cataloguing specific mechanisms by which the AI bubble could unwind: NVIDIA shipping 6 million Blackwell GPUs that don’t match observable data center deployments; only 8 of 440 million Microsoft 365 users paying for Copilot (~1.8%); Microsoft AI division missing sales quotas; OpenAI and Anthropic continuously raising capital despite efficiency claims.

Implications

• The Blackwell vs. deployment discrepancy is a verifiable physical claim. If Blackwell units are shipped but not deployed, they’re either in warehouses or serving demand that doesn’t exist.
• 8 of 440 million Microsoft 365 Copilot users is the enterprise penetration reality. ~1.8% paid adoption despite Microsoft’s distribution advantage and aggressive marketing.
• Multiple simultaneous pressure points mean the bubble can unwind through quiet non-renewals and missed revenue targets — none catastrophic individually, but collectively revealing the gap between the story and the numbers.