SMRTR AIJul 15, 2026Daily.dev

The OpenAI Bubble

SMRTR summary

OpenAI's massive spending, over $852 billion planned by 2030, has propped up the entire AI industry, but that foundation may be crumbling. Without OpenAI, trillions in data center debt and hyperscaler investments lose their justification, meaning its potential collapse could trigger a financial crisis similar to Lehman Brothers in 2008.

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