{"id":1022309,"date":"2026-07-20T09:44:55","date_gmt":"2026-07-20T04:14:55","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1022309"},"modified":"2026-07-20T09:44:55","modified_gmt":"2026-07-20T04:14:55","slug":"if-openai-becomes-lehman-brothers-of-ai-bubble-what-happens-to-microsoft-nvidia-oracle-and-amazon","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/07\/20\/if-openai-becomes-lehman-brothers-of-ai-bubble-what-happens-to-microsoft-nvidia-oracle-and-amazon\/","title":{"rendered":"If OpenAI becomes \u2018Lehman Brothers of AI bubble\u2019 \u2013 What happens to Microsoft, Nvidia, Oracle and Amazon?"},"content":{"rendered":"<p>\u201cThe AI bubble is actually an OpenAI bubble,\u201d AI critic and researcher Ed Zitron says, arguing that the ChatGPT maker sits in the centre of today&#8217;s AI boom. If it collapses, he warns, it could become \u201cthe Lehman Brothers of the AI bubble.\u201d<\/p>\n<p>\u201cOpenAI is the reason anyone cares about AI,\u201d Zitron says and further adds, \u201cyou can talk all you want about open source models or Anthropic \u2014 but without OpenAI, the AI industry doesn\u2019t exist, and the justification for trillions of dollars of capex evaporates.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cThe AI bubble is actually an OpenAI bubble,\u201d AI critic and researcher Ed Zitron says, arguing that the ChatGPT maker sits in the centre of today&#8217;s AI boom. If it collapses, he warns, it could become \u201cthe Lehman Brothers of the AI bubble.\u201d \u201cOpenAI is the reason anyone cares about AI,\u201d Zitron says and further adds, \u201cyou can talk all you want about open source models or Anthropic \u2014 but without OpenAI, the AI industry doesn\u2019t exist, and the justification for trillions of dollars of capex evaporates.\u201d<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[55,13,4],"tags":[],"class_list":["post-1022309","post","type-post","status-publish","format-standard","hentry","category-it-2-live-mint","category-live-mint","category-newspapers"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1022309","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1022309"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1022309\/revisions"}],"predecessor-version":[{"id":1022310,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1022309\/revisions\/1022310"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1022309"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1022309"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1022309"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}