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In China, the AI bubble has already burst
(www.reuters.com)
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this post was submitted on 26 Oct 2026
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Interesting. I think this is the first time I've seen the word "bubble" explicitly acknowledged as a reality and not a question in a headline of a major news outlet.
So I searched for '"bubble" in the past month from Reuters, and found several headlines raising the concern, but none actually using the word "bubble", with the exception of one investors meeting in Singapore.
It seems that editors don't want to scare/anger Western investors with the truth, but the Asia news desk under no such burden.
It's the usual imperial framing.
In China it's a "bubble", but in USA it's a "build out", "growth", "boom", or whatever...
https://www.reuters.com/business/steep-bill-ai-buildout-punishes-meta-other-tech-favorites-2026-10-22/
Its been in the news, The Guardian has been calling it out…its even been called out on foxnews lol. There are others too dating back to beginning of the year too.
AI slowdown calls justified but collapse of bubble may be more immediate threat
AI bubble fears, rising treasury yields put tech stocks to the test
Just going by headline grammar, the first one is a good example: it acknowledges the bubble exist. The second makes it seem like it's just a fear, but not necessarily a reality.
Edit: It's this bubble is really bizarre. I hope all the pundits saying, "Nobody could have predicted" get laughed out of their careers, but I know it will never happen. Accountability is for the poor.
Lol, that would be nice, but i doubt it. Its akin to the crypto bubble…some people just get tired of the drum beating and by the time the accountability phase rolls around, theres another crisis happening lol. Never ending doom cycle.