Show HN: I built a website showing the likelihood of the AI bubble to pop

[laurentiurad]

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!

[andreidbr]

Really nice presentation and a ton of useful info. It's hard to boil it down to a single reading though. One thing that would be nice is a bit of a comparison between what companies claimed to do vs what they're actually doing, like a sort of BS meter.

[aimastermind28]

I find only the bottlenecks part to be useful, as you also disclose companies involved in producing the stuff that are a bottleneck for compute scale up. Cool project overall.

[laurentiurad]

thanks a lot! Will update this on the daily basis.

[anee769]

Pretty cool website. Jokes on claude if you made the website using it.

[thepasch]

I don't think "the bubble is at risk of popping" and "hype is cooling down" are equivalent evaluations. By the time people start pulling out money, that is the bubble popping, and I don't think that would happen on a slow ramp but rather en masse.

[laurentiurad]

You are right, one might happen before the other one. However it's impossible to measure when the bubble might pop, whereas looking at how much money hyperscalers and governments put into this might provide a quantitative metric.