I built a website showing the likelihood of the AI bubble to pop
I built a web page that aggregates data about data center buildup, sovereign fund investments into AI and bottlenecks. The objective is to predict AI race cooldown by looking at a potential decrease of activity involving these elements. The website looks at the quarterly forms from the 5 biggest hyperscalers and adds their CapEx into the mix, calculating a composite index in the end showing how likely it is for the AI race to slow down. Enjoy!
I built a website showing the likelihood of the AI bubble to pop launched on July 3, 2026 with 11 votes, #1,462 of 24,623 launches that month and more than 90% of that year's launches.
In plain words
This website aggregates data on data center expansion, sovereign fund AI investments, and industry bottlenecks to assess the likelihood of an AI market slowdown. It analyzes quarterly financial filings from the five largest hyperscalers, incorporates their capital expenditure figures, and produces a composite index predicting whether AI development activity will cool. The tool is designed for anyone tracking AI industry trends and investment cycles.
written from the facts on this page · September 2026
From the sources
A live, data-driven answer to one question: is the AI hype cooling down?
A composite reading of physical build-out and platform economics. Higher means the expansion is still intensifying; lower means the momentum is fading. Here's what goes into it. Five independent signals, each weighted by how directly it reflects real, committed demand. Each is scored from 0 (contracting) to 100 (surging). The charts above now run through the June quarter, and up close none of the individual prints points to a cooldown. Alphabet went first on Jul 22, with cloud revenue up 82% and quarterly capex roughly doubled. Microsoft and Meta both reported Jul 29: Microsoft's Azure crossed a $100B annual run-rate and grew 43%, on a record $678B of contracted backlog; Meta's revenue rose…from laurentiugabriel.github.io
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