Video taking off 53x its usual first day

China's AI stock slump puts hardware bets under scrutiny

Reuters' Tom Westbrook examines steep losses in Chinese technology stocks and why fund managers are looking beyond equipment suppliers for profits.

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Reuters Story of October 28, 2026Trari Newsroom

Why this story? The video opened at a pace of 476,599 views a day, 54 times a normal first day on this channel (8,910).

In China, the AI bubble has already burst

Buying into the AI boom has brought painful losses for Chinese retail investors, Reuters' Tom Westbrook reports. The question is no longer simply how much equipment the technology will need, but where investors can find businesses making money from it.

The report, titled "In China, the AI bubble has already burst", drew more than 400,000 views before its first day was over, far beyond the usual opening for a Reuters Short. Its comment section was also unusually busy, with viewers questioning where those profits might come from and noting that the video's opening poses a question where the title declares an answer.

Westbrook's central example is the technology-heavy STAR 50 index, which he says has lost 40% of its value over four months. Equipment suppliers and chipmakers have suffered particularly steep falls.

He points to several pressures behind the selling: impending tax bills, worries about slowing AI demand and concern that Chinese equipment could face restrictions on use in American data centers. Robotics company Unitree features in his account of retail investors caught in the downturn.

The report ends by looking across to the United States. "What it shows is that the AI trade is changing," Westbrook says. He describes fund managers shifting their attention away from hardware suppliers toward businesses that can turn AI into actual profits, without identifying a sure destination for that money.

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What viewers say

"turning to where the real profits of AI could be made"

And where is that??❓
@manofsanSee it on YouTube
AI told me everything is fine.
@misterfunnybonesSee it on YouTube
Dude I'm going back to selling turnips on animal crossing
@ProfessorHoboSee it on YouTube

Public comments from the video's page on YouTube