This might age poorly, but wishful thinking, I think.

Nothing about the "AI" speculative bubble is likely to be impacted by the war in Iran.

Don't let Trump do anything, if you can help it

oil skyrocketing in price and the economy and stock market taking a huge hit could cause the investments required to prop up the bubble to run out of steam

I think it's more like sending a second out of control train to catch the first one. There's no doubt eah train will crash, and that it will be bad, but now we have more variables as to which will crash first and how bad, with the exciting new possibility of each making each other worse than they would have been.

Including breathe

Gas prices should increase the cost of running data centers but when did AI ever need a profitable business model

Why would a war with Iran cause oil prices to skyrocket?

https://en.wikipedia.org/wiki/Strait_of_Hormuz

https://www.reuters.com/business/energy/saudi-aramco-shuts-ras-tanura-refinery-after-drone-strike-source-says-2026-03-02/

The power companies will just raise residential rates and cut the AI costs.

They already are.

Two things that have also failed to manifest, in large part thanks to the prolific state spending following COVID.

We're still only 3 days into this war. And yet this is already manifesting right now in real life as we debate it on the internet. https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-sink-while-oil-prices-jump-as-iran-attacks-jolt-markets-235000934.html

Trump’s very obviously not going to do that.

Yes, agreed, this is very obvious. Because Trump does not have control over the interest rates.

I'm sorry, but it really bugs me that the small domino is a fucking war. While the big domino is depicted here as the AI bubble bursting.

At a minimum, it's a * poor use of the meme *, but really the priorities are just way out of whack.

*edit

The parts of the economy stock market that would be heavily impacted by oil prices are already in the gutter.

I hereby formally apologize for the inaccuracy in my shitpost🧐

The parts of the economy that would be heavily impacted by oil prices

Literally all of it. https://www.investopedia.com/ask/answers/06/oilpricesinflation.asp

are already in the gutter.

You're not wrong. Does not refute my claim though.

I'll come back to this in 4 weeks. See you then 😉

It's okay, Trump signed that executive order telling them to provide their own power for data centers. Which means now our tax dollars won't just be used for data centers, they'll be used for power plants too. Another executive order or two and we'll see company towns come back.

Makes you wonder if that was the idea. They used AI in the Venezuela attack, too.

There's also the betting market that Trump is very friendly towards, and we've already seen bets on military strikes pop up days before anyone knew about it, so someone's making money on insider info.

The prices are what they were in January, according to the article.

Hence the sarcasm dripping from my statement.

The article is from yesterday, the prices went from 65$ to 70$ compared to yesterday. Not huge, but an increase.

I wouldn't take any kind of advice from Friedman...

Nah, the DoD contract is also very likely running at a loss, like every other subscription.

Segregate the market into "AI" and "non-AI" segments for simplicity.

Looking at the thousand or so "investors" who's money matters at this scale, there's no point in selling "non-AI" stock to fund "AI" investments already, these markets are already low. Adding the Iran war to that isn't changing anything.
More likely, they are borrowing against existing "AI" stock and reinvesting that (oversimplification, but speaking broadly). Additionally, one of the big sources of these loans is Saudi Arabia, which benefits from the higher oil prices.

The only other way in which oil prices impact "AI" is through energy costs, which impacts the immediate profitability of "AI", which "investors" have shown they are unconcerned with.

Or, to simplify,

Nothing about the "AI" speculative bubble is likely to be impacted by the war in Iran.

Too many steps until then.

Praying for the burst 🙏

Meme feels like

1. Steal underpants. . .
2. Profit!

The pockets might be endless, but if you keep pulling stuff out without something real going in you end up pulling out handfuls of lint and nothing else.

It’s gonna be company towns with only 8 or 9 residents though. And only 2-3 will actually go into the data center.

🫡

I have a bad feeling the MIC might prop up the bubble. It's been the US's "economy up" move for decades

I know this is a shitpost but damn, anti-AI dudes are really out here hoping that the killing of Iranians results in AI imploding

High gas prices killing AI was not on my bingo card but it is funny as fuck.

Shut them all down

The thing is, the AI bubble is mainly a big fucking bet.

The bet is, that the new data centers will bring us AGI or even ASI.

As long as they haven't tested that theory it's unlikely that the bubble will burst - they just put too much money in there to fold now. It's "all in" for AI companies.

They hope that AI will take over most white collar work, and with robotics later most work overall.

Datacenters getting terror attacks in 3...

Well, it's been 4 weeks, so I'm back! Here's the S&P 500 over the last month, with no end to the Iran war in sight.

Yeah 8% over 1 month is pretty huge. Not suggesting this will actually happen, but if the current trend continues at the same rate, it will be a 62% loss over a year.

A short period of time before the Iran war started, I pulled all my money out of the market and am 100% in CDs now. I didn't time the top perfectly, but that's never really my goal anyway, and I'm definitely beating the market right now with modest returns.

CD rates are shit right now, thanks to low interest rates.

Actually, they are really good. The interests rates have come down a bit from their peak, but aren't actually low at all compared to the last 10 years. There hasn't been a better time than the last 3 years to be in CDs since basically the 90s.

I am mainly in CDs due to external factors that make locked in returns over regular periods more attractive than other options, though.