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OpenAI announces GPT-5 with unprecedented reasoning capabilitiesGoogle DeepMind achieves breakthrough in protein folding for rare diseasesEU passes landmark AI Safety Act with global implicationsAnthropic raises $7B as enterprise demand for Claude surgesMeta open-sources Llama 4 with 1T parameter modelNVIDIA unveils next-gen Blackwell Ultra chips for AI data centersApple integrates on-device AI across entire product lineupSam Altman testifies before Congress on AI regulation frameworkMistral AI reaches $10B valuation after Series C funding roundStability AI launches video generation model rivaling SoraOpenAI announces GPT-5 with unprecedented reasoning capabilitiesGoogle DeepMind achieves breakthrough in protein folding for rare diseasesEU passes landmark AI Safety Act with global implicationsAnthropic raises $7B as enterprise demand for Claude surgesMeta open-sources Llama 4 with 1T parameter modelNVIDIA unveils next-gen Blackwell Ultra chips for AI data centersApple integrates on-device AI across entire product lineupSam Altman testifies before Congress on AI regulation frameworkMistral AI reaches $10B valuation after Series C funding roundStability AI launches video generation model rivaling Sora

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How the AI Bubble Actually Bursts: A Rigorous Scenario Analysis
Industry3 min read

How the AI Bubble Actually Bursts: A Rigorous Scenario Analysis

With Big Tech committing hundreds of billions to AI infrastructure and frontier labs burning cash without a clear path to profitability, serious analysts are modelling the scenarios in which the AI investment cycle collapses. The mechanics are more specific — and more near-term — than most assume.

D.O.T.S AI NewsroomD.O.T.S AI Newsroom3 min read