Nvidia said that they saw weakness in the upcoming months due to companies overextending themselves on AI-related spend. Meta has frozen AI-related hiring. Most AI startups have also paused hiring. AI funding went from "say AI and get $100m" to a parched desert in the space of about 4 weeks. There was a well-publicized MIT study about it 2 weeks ago that found most companies saw little to no benefit from AI, and now non-tech companies are not only no longer bragging about AI in their marketing materials, they're actually cutting back or eliminating their AI spend.

You're obviously bearish. I'm not. My own anecdotal evidence suggests otherwise to the things you're pointing out.

I personally get benefits from consuming AI in my own life. I willingly pay for the service. I'm excited to watch it progress and improve.

On the business side, our customer base and usage is growing. We mostly service businesses building useful AI utility.

I'm totally excited to watch this play out however it goes.

what business? if your sector isn't tech, then it's just a lagging indicator

AMD AI NeoCloud

Shovels sell best the day of the crash.

If OP is right in their mid 2026 assessment, you’re still on the way up.

Cat is out of the bag, AI is not magically going away. The need for compute is endless.

The need for democratized compute is our niche, and the need for decentralized compute (AMD) is largely unrealized.

Of course AI is not magically going away. It was never here to begin with.

You see the hype even growing??

>Source?

The AI gooners who lost their virtual girlfriend/boyfriend when GPT-5 came out, and wouldn't shut up about how awful GPT-5 was for a week.