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Artificial intelligence is facing one of the most important questions in modern economics - is the current growth of AI companies a bubble or a genuine business revolution? Economists and investment professionals are increasingly hearing the question of whether the artificial intelligence market has inflated to unjustifiable sizes.

Amazon has launched "Trainium 3," a new AI chip that rivals Nvidia's hardware, promising a fourfold increase in training speed.Crypto miners are repurposing their operations to support AI infrastructure, partnering with tech giants like Microsoft and Google.The pivot to AI comes with risks, including heavy borrowing and concerns about sustainability, with potential shortfalls if demand for AI slows.
Amazon is stepping deeper into the AI arms race with the release of Trainium 3, a chip designed to rival Nvidia’s dominant GPU hardware.
The new chips, available through Amazon Web Services (AWS), promise a fourfold increase in training speed over the previous version, while maintaining the same energy footprint. The move will put the tech giant in competition with Google and Nvidia as the scramble for infrastructure heats up.
Each cluster of Amazon’s new “UltraServers” can run up to 144 Trainium 3 chips, positioning them to handle large-scale language model training and other compute-heavy tasks. The launch is part of Amazon’s broader push to expand its AI infrastructure and reduce dependence on others.
Amazon’s push, coupled with Google’s dominance in the AI model race, where it now has an 87% chance of securing the best one by the end of the year, has reportedly seen OpenAI’s Sam Altman declare a “code red.”
AI and crypto
However, building more AI servers creates a problem that few tech giants can solve on their own: finding enough power and space. That’s where crypto miners, which already have large data centers operational, are stepping in, using some of their hardware to enter the AI arms race and profit off of it.
Amid the arms race and following the 2024 Bitcoin halving, which cut block rewards in half, several large mining firms began repurposing their energy-intensive operations into AI-ready facilities. Companies like Core Scientific, CleanSpark, and Bitfarms are now being viewed less as bitcoin bets and more as utility providers for hyperscalers.
Bitcoin miner-turned-neocloud firm IREN (IREN) has, last month, soared after inking a $9.7 billion AI cloud deal with Microsoft (MSFT). Similarly, TeraWulf (WULF) inked a $9.5 billion AI infrastructure joint venture with Fluidstack, backed by Google.
These firms control gigawatts of power capacity, with existing infrastructure ready for AI clusters that require advanced cooling and stable grid connections.
Bubble risk?
Still, the pivot comes with risks.
Miners are borrowing heavily to retrofit sites for AI workloads, and as investors grow wary of the sheer pace and scale of costs behind the “AI trade,” correlated risk assets (such as tech stocks and crypto) are under pressure.
Bitcoin (BTC) is down more than 17% in the past 30 days, while the broader CoinDesk 20 (CD20) index lost 19.3% of its value over the same period. The tech-heavy NASDAQ 100 index is down around 1.5% over the past month, having recently recovered from a more than 7% drawdown in the period.
Analysts have warned that the AI infrastructure boom bears resemblance to past bubbles. OpenAI, for example, has committed to trillions on infrastructure spending, funds for which it still needs to raise.
Much of the capital being committed to the AI arms race is being recycled through the same players, selling AI chips or cloud services. If demand for AI slows, Bain & Co. has predicted a shortfall of up to $800 billion for these companies, which would need $2 trillion in combined annual revenue by 2030 to fund the computing power needed for projected demand.
If demand for AI compute slows, these hybrid operations could face the same liquidity crunch that plagued the crypto sector in 2022. Such a hit would likely affect the wider market, pushing risk assets down heavily.
For now, though, the miners are betting the future of their business on a new kind of gold rush powered by GPUs, not ASICs.

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Jeff Bezos, the founder of Amazon, recently became the world’s second-richest person after Amazon’s stock prices surged by 7% following its impressive third-quarter earnings report. This stock jump brought Amazon’s share price close to $200, marking its highest valuation since July. Bezos took advantage of the rise, selling over $3 billion worth of Amazon shares, adding up to more than $13 billion in total stock sales for the year. With Amazon's shares having risen over 40% this past year, Bezos’s net worth reached $222 billion, placing him right after Elon Musk on the Bloomberg Billionaires Index.
Bezos has consistently sold Amazon shares over the years to support other ventures and philanthropic efforts. These include his space company, Blue Origin, and the Bezos Day One Fund, which aids homeless families and supports preschool education. Even though Bezos stepped down as Amazon’s CEO, he remains its chairman and holds a significant 10.8% share in the company. His recent focus has increasingly turned toward space exploration with Blue Origin, while Amazon continues to thrive under new leadership.
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📅 July 14, 2025 | New York, USA.
The day many maximalists dreamed finally: Bitcoin has just overcome Amazon in market capitalization, ensuring his position as the fifth largest asset in the world, only below giants such as Apple, Microsoft, Saudi Aramco and Alphabet. The news, published today by The Block, electrified the global crypto community and reopened the debate on how far the queen currency can go in a context of changing monetary policies, institutional adoption and a demand that does not cease to surprise. But, at the same time, the main analysts warn: this rally will not be linear or easy. What is coming could be a long bullish market, exhausting and full of psychological traps for traders without patience.
The story of how Bitcoin came to move to a monster as Amazon reads as an epic saga of technology, speculation and ideological conviction. Just 15 years ago, BTC was an experiment between cypherpunks and libertarian geeks. Today, with a capitalization that exceeds 1.5 billion dollars, the most famous cryptocurrency in the world breaks another psychological barrier: it is already more together than one of the largest retailers on the planet.
The trigger for this milestone is not one. On the one hand, the massive entry of institutional capital through ETF spot approved in the US, Europe and Asia has fired the flows. The Blackrock and Fidelity funds already absorb more bitcoin than mine every month, generating an artificial shortage that pushes the price to levels that many believed impossible before 2030.
On the other hand, macroeconomic narrative favors Bitcoin as an active alternative refuge. With the Federal Reserve preparing features and inflation giving pumps in developed economies, more and more family officers, sovereign funds and even central banks flirt with BTC as a strategic reserve.
But the ascent comes with a small print: the most serious analysts - a block - warn that what opens now is not a vertical climb to the moon, but a prolonged upward market, full of deep corrections, long lateral phases and strong liquidation movements to expel weak hands.
"This is not going to be a six -month sprint as in 2020 or 2021. It will be a marathon. There will be madness rallies, but also falls that will destroy leverage traders," said a senior analyst at Glassnode. According to firm data, cold accumulation remains at historical maximums, but intra-seamal volatility suggests that many speculators are not prepared to hold positions when the next cleaning arrives.
Meanwhile, on Twitter/X, the hashtags #bitcoinflippening, #Btc5th and #amazonvsbitcoin became a global trend. Michael Saylor, CEO of Microstrategy and one of Bitcoin's greatest evangelists, soon tweet: "First Amazon. Next goal: Saudi Aramco."
In Wall Street, some portfolio managers already recalculate their exhibition: funds that until two years ago ignored Bitcoin by “volatile and risky” now restructure their mandates to include it with gold and large techs. The question is not whether Bitcoin is consolidated among the world's largest assets, but how fast the market share of other traditional shelters will devour.
Topic Opinion:
That today exceeds Amazon is no accident: it is the culmination of a decade of adoption, narrative, technology and collective faith. But I worry that many traders, dazzled by holders, underestimize what a long bullish market implies: it is not linear, it is not easy and is not suitable for impatient. The challenge will not be climbing the rally, but survive without being liquidated by emotions. My advice: manages risks, takes partial gains and remembers that no assets rises in a straight line. Bitcoin came to stay, but your capital too.
💬 Do you think BTC can climb more positions and reach Aramco or even Apple?
Are you prepared for a bull market that can last for years and squeeze everyone's psychology?
Leave your comment ...
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