Show HN: I built a website showing the likelihood of the AI bubble to pop
A new website aggregates data on data center buildup, sovereign fund investments, and bottlenecks to predict a potential cooldown of the AI race by tracking decreased activity in these areas.
Background
- "Show HN" means the user posted their own project on Hacker News (HN), a tech discussion site run by Y Combinator, where builders share what they've made for feedback.
- "AI bubble" is the idea that the current flood of investment into AI (data centers, chips, startups) greatly exceeds realistic near-term revenue, similar to the dot-com bubble. If spending slows or collapses, it pops.
- Sovereign funds are state-owned investment pools (e.g., Saudi Arabia's PIF, UAE's Mubadala) that have been major backers of AI companies. A pullback from them signals cooling.
- Key indicators the site tracks: data center construction plans, government & fund investment flows, and bottlenecks like GPU shortages or power grid limits. A decline in any suggests the hype cycle is peaking.