Debate over 'China's AI bubble burst': stocks fell 40% but companies still shipping

TinfoilTricorn · x · 2026-10-27

Reacting to Reuters' "China's AI bubble burst" framing, SirAlexthomson argues the report actually only shows AI stocks fell 40% — a price pop, not a technology failure, as companies are still shipping. "A bubble is a price, not a technology." TinfoilTricorn adds that Reuters has a poor track record on AI industry coverage and the industry was never a bubble to begin with.

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