Observed arrival · 2026-09-12
Bubble — AI Economy Watch
A dated research snapshot tracking the scale, spending, market effects, and major players of the AI investment boom.
Field notes
The project uses November 30, 2022—the date it identifies with ChatGPT’s launch—as its baseline for both market and spending comparisons. Its displayed market section reports price gains excluding dividends, while the capital-spending chart combines actual figures with remaining 2026 plans across Amazon, Alphabet, Microsoft, Meta, and Oracle. The methodology notes that its historical benchmark averages 743 rolling 45-month periods, and the page explicitly says its feed is not live.
Observed signals
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Editorial observations of this landing page, not a rating.
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