#bubbles Tech News.
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The latest bubbles news, distilled by AI into sharp ~100-word summaries. ByteBrief tracks bubbles across dozens of tech sources and brings you only what matters, updated hourly. Tap any story for the full brief, or open the original source.
AIFortuneabout 3 hours ago
Strategist sees rolling sequence of AI bubblesDhaval Joshi, formerly of BCA Research, says AI is a rapid-fire sequence of bubbles popping and inflating, not one giant bubble. Software, silver, and semiconductor booms have already busted. Joshi predicts AI capex peaks late 2026 or first half of 2027.
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