How the AI bubble bursts | Volpe’s Blog
"We’re hitting the worst-case scenarios for the big AI labs: energy, their biggest expense, is at multi-year highs, capital from the Gulf is not available for obvious reasons, there are serious concerns about a rate hike, and RAM prices are crashing because new models won’t need as much, but labs already bought them at sky-high prices."
Link: https://martinvol.pe/blog/2026/03/30/how-the-ai-bubble-bursts/