Tech infra manias historically last 4-6 years — next year is AI's fifth
oran_ge · x · 2026-10-23
Citing historical patterns — railway mania lasted 4 years, early electric utility booms 6, fiber/network euphoria 5 — the post argues tech infrastructure manias typically run 4-6 years, and next year marks AI's fifth, hinting the AI infra rally may be nearing its end.
The image is a screenshot from Chinese Bilibili creator '汤山老王' making the same cycle comparison.
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