Arthur Hayes: The AI Bubble Might Burst in 2028 (Throwback Video) On June 26, 2026, BitMEX co-founder Arthur Hayes (@CryptoHayes) shared in an interview with Bonnie Blockchain that the major bursting point of the AI bubble could happen around 2028. He pointed out that the current market is setting a six-year depreciation cycle for GPUs that only have a two-year lifespan. This wave of debt accumulation starting in 2024 is likely to face a reckoning in about two and a half years. He analyzed that with competition from Chinese AI models that are just as powerful but cost only one-tenth of the price, the economic logic of building expensive Western data centers will completely collapse. By then, the market will inevitably face a dramatic clash between computing power costs and actual demand. Source: Bonnie Blockchain 邦妮區塊鏈