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Ireland"Machines they can't plug in": an AI-bubble essay tops 13 uploads
Josh Risser walks through grid waits, transformer shortages and Michael Burry's accounting complaint in a video that neared two million views in a day and a half.
The Infographics Show
Story of No. 80 on the daily chartNo. 1 on the Money chart
Why this story? The channel's weekly summary: what went up this week, what is drawing views now, and where the channel stands among similar channels.
The AI bubble is about to pop...
Things we can learn from the video
Press to jump
- 0:25In Ashburn, Virginia, Dominion Energy's queue means Microsoft is quoted up to 12 years to evaluate a connection.
- 3:41Large transformers take about two and a half years to arrive; one Pennsylvania mill makes the key domestic steel.
- 5:36Texas hits grid strain, and Governor Greg Abbott suspends connections for new data centers.
- 7:51PJM power auctions pass data center capacity costs to households; watchdog Joseph Bowring names data centers the main cause.
- 9:37Michael Burry argues that longer server depreciation schedules inflate profits; leasebacks and Nvidia's customer investments follow.
- 15:10The essay compares the boom to Railway Mania and the telecom bust, then turns to 401(k) exposure at 18:43.
"Right now, Big Tech is burning billions of dollars on machines they can't plug in," Josh Risser says in the opening seconds of "The AI bubble is about to pop..." Then the essay goes looking for the plug. It visits Ashburn, Virginia, where Microsoft has been quoted up to 12 years just to have a connection request evaluated, and then the transformer queue, where an order placed today arrives in about two and a half years.
From there the money takes over. Michael Burry, the investor made famous by the 2008 housing bet, is shown criticizing how long tech companies say their servers will last. Nvidia's investments in its own customers get a segment, and the closing stretch sets the whole buildout beside Britain's 1840s Railway Mania and the telecom bust. The real executives appear only as animated avatars.
It was the biggest of 13 uploads by a distance, with close to two million views after a day and a half. The comment section is less interested in the forecast than in the headline. The most liked remarks joke that "about to pop" has become the title of the year, and that some viewers have been hearing it since 2023.
The rest of the week kept to the same worry about money: 84-month truck loans, a chart linking retirement accounts to a handful of tech giants, a Roblox business under legal pressure. A day-old video on rising cancer rates in adults under 50 is also starting quickly.
The one older upload still moving is "What Lethal Radiation Does to Your Body (Hour by Hour)". It tells the 1958 Los Alamos accident that killed Cecil Kelley, and it has passed two million views since early October.
Daily viewing sits a touch below the channel's usual level, and subscribers held steady at 15.5 million. Even so, among nine explainer and education channels, no one added more views this week than The Infographics Show. TED-Ed came closest. CrashCourse was the group's subscriber story, and 3Blue1Brown had a quieter stretch than usual.
Published on Trari
Where next?
What viewers say
The ai bubble is about to pop has to be the most common video title of 2026
@FamilyFatherSee it on YouTubeIf I had a GPU each time someone said that the AI bubble is going to pop soon, I could build a datacenter.
@TertionSee it on YouTube"Any day now"
- Every AI bubble influencer since 2023@asapguideSee it on YouTube
5 more comments
Ai bubble about to pop for 3 years straight😂
@AureliusInvictussSee it on YouTubeLet it pop, I'm trying to see something
@CharliecryptoSee it on YouTube**pokes with stick** C'mon! Pop faster!
@LateSleeperSee it on YouTubeSay it with me “The market can remain irrational longer than you can remain solvent”. This bubble could continue for another 5 years no one knows
@yeert6931See it on YouTubeIt's like the gold rush. Nvidia is like the guys who decided to sell shovels, pans etc to the miners. They were the guys who made the money. Not so much the miners.
@thalesofmiletus2966See it on YouTube
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- Channel
- The Infographics Show
- Subscribers
- 15,500,000
- Channel views, last 7 days
- 11,102,589
- Videos published this week
- 13
- Video published
- October 27, 2026
- Video views so far
- 1,997,060
- Views on its first day
- 1,445,304
The numbers
Here are the week's figures for The Infographics Show and its newest videos.
💡 Test your knowledge
Which nickname did George Hudson, the Victorian financier named in the essay's Railway Mania segment, earn?
Hudson controlled so much of Britain's railway network in the 1840s that he became known as the Railway King.