AIバブルがはじけ始めている...

出典 1: https://x.com/BusinessInsider/status/2062211094450434219 2: https://x.com/Polymarket/status/2062358331495244231 3: https://www.businessinsider.com/sam-altman-openai-top-token-spender-ai-costs-issue-2026-6?utm_campaign=business-link-post&utm_medium=social&utm_source=twitter 4: https://www.tomshardware.com/tech-industry/artificial-intelligence/openai-ceo-sam-altman-admits-ai-token-costs-are-becoming-a-huge-issue-company-seeks-improved-value-as-overspending-becomes-a-meme 5: https://www.tomshardware.com/tech-industry/artificial-intelligence/usd650-billion-in-annual-revenue-required-to-deliver-10-percent-return-on-a i-buildout-investment-jp-morgan-claims-equivalent-to-usd35-payment-from-every-iphone-user-or-usd180-from-every-netflix-subscriber-in-perpetuity 6: https://www.oxfordeconomics.com/resource/evidence-of-an-ai-driven-shakeup-of-job-markets-is-patchy/ 7: https://www.forrester.com/blogs/ai-and-automation-will-take-6-of-us-jobs-by-2030/ 8: https://www.tomshardware.com/tech-industry/artificial-intelligence/more-than-half-of-ceos-report-seeing-no-benefits-from-ai-deployment-only-12-percent-of-business-leaders-hit-the-jackpot-of-higher-revenues-and-reduced-costs 9: https://www.tomshardware.com/tech-industry/claimed-1-100-percent-increase-in-ai-driven-layoffs-in-2025-might-be-misleading-firms-accused-of-exaggerating-ai-performance-to-downplay-poor-business-performance 10: https://www.axios.com/2026/04/26/ai-cost-human-workers 11: https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-exec-says-ai-is-more-expensive-than-actual-workers-yet-some-companies-dont-see-the-extra-costs-as-a-negative 12: https://www.tomshardware.com/tech-industry/artificial-intelligence/talent-over-tokens-ai-models-are-becoming-more-expensive-to-run-and-productivity-gains-are-limited-efficient-workers-might-be-the-solution-to-strained-budgets 13: https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-huang-says-nvidia-engineers-Should-use-ai-tokens-worth-half-their-annual-salary-every-year-to-be- fully-production-compares-not-using-ai-to-using-paper-and-pencil-for-designing-chips 14: https://www.tomshardware.com/tech-industry/big-tech/big-tech-has-a-tokenmaxxing-have 15: https://fortune.com/2026/05/22/microsoft-ai-cost-problem-tokens-agents/ 16: https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-cost-crisis-hits-tech-giants-as-employee-tokenmaxxing-backfires-agentic-ai-eats-up-to-1000x-more-tokens-than-standard-ai-sparks-corporate-pullback-at-microsoft-meta-and-amazon 17: https://www.tomshardware.com/tech-industry/artificial-intelligence/uber-chief-warns-no-link-yet-between-ai-tokenmaxxing-and-shipping-payment-products-company-pumps-the-brakes-on-all-out-ai-spending 18: https://www.tomshardware.com/tech-industry/artificial-intelligence/tech-sector-cut-us-jobs-by-38242-in-may 19: https://www.tomshardware.com/tech-industry/artificial-intelligence/industry-coalition-urges-trump-administration-to-take-urgent-action-as-ai-data-centers - 極端なメモリ消費により、AI 駆動のメモリ チップ不足により他の業界が脅かされ、自動車、医療、通信分野の価格が上昇する可能性がある