NVidia, Microsoft, Google, Meta, OpenAI and Amazon: what do all of these companies have in common? They all invest hundreds of billions of dollars in A.I. every year. They all are among the biggest companies the U.S. has(in market value). They all are targets of automated american 401k fund investment.
Now, what happens when everyone invests everything into one technology and it fails deliver? The whole economy crashes.
A Fragile Balance
OpenAI has been a massive market force since it started gaining millions of new daily users every month in 2023. This year alone they announced plans to spend $450 Billion in the next 5 years, a figure many times bigger than its total revenue so far.
Meta, in an effort to catch up, with its LLaMA A.I., spent $30.7 Billion in the first half of 2025, double the $15.2 Billion around the same time last year and has plans to increase further, to $65 Billion in this year. Much of it in datacenter processing power they don’t rent for other companies.
Alphabet(Google), Amazon and Microsft have spent $40 Billion, $55.7 Billion and $30 Billion respectively. Some of it on datacenters, mostly on A.I. training and inference.
Over 80% of Nvidia’s current revenue comes from A.I.(Listed as “Data Center Revenue”).
“We will continue to invest against the expansive opportunity ahead,”
– Microsoft CFO Amy Hood
The very american government has pledged $500 Billion in an A.I. joint venture(with datacenters, training, personnel, etc) called Stargate.
The problem? The main driver of A.I. hype, OpenAI, has been losing money with ChatGPT. Research from MIT says most companies are also not making any money with A.I. and, to an economy whose 5 out of the 10 biggest companies heavily invest in the technology, and have a market cap of >50% of the GDP, this is dangerous.
Why is it in Danger?
If OpenAI breaks or lowers investment, hype dies, as they’re the biggest player in the A.I. market. If hype dies, and the biggest player is out, then major datacenter owners like amazon, alphabet and oracle, alongside their main GPU provider, Nvidia, lose tons of their revenue and everyone will start selling their stocks. Lower revenue means firing dozens or hundreds of thousands. Stocks being sold en mass generated panick and even more stocks sold(see all financial crisis the U.S. went through the past 25 years).
It’s a domino effect.
The american stock market would suffer a major blow. 401k investments, mostly directed at the major A.I. companies because of a huge growth recently, would lose a lot of money. That would mean a lot of older people, who have a harder time getting jobs, having to find one again. Not to mention how the U.S.’ government would have wasted billions in an A.I. project without profit. Not to mention, without as much money and influence, it might be easier for other companies to sue them over stolen content.
And good luck for the U.S. to bail out multiple billion dollar companies when they themselves got a debt of over 100% their country’s GDP.
This would be a crash, followed by massive increase in unemployment, which already is going up in the United states, added on top of growing inflation and insatisfaction with their fascist regime. And not to forget, the U.S. already lost its international agricultural market to Brazil and other players, due to it’s constant fights with China, Canada and Europe, meaning dozens if not hundreds of billions of dollars anually lost(and jobs).
No money + Insatisfaction normally will result in riots, and so what is bad gets worse.
And so the empire reliant on A.I. to survive takes a nose dive into irrelevance.
