AI Funding Frenzy and Bubble Concerns

Record $510B H1 2026 global startup investment, but 43% concentrated in OpenAI+Anthropic. New rounds continue (Fireworks AI $1.5B, SambaNova $1B, etc.) while AI-washing warnings escalate. A new analysis draws dot-com parallels, warning that $1T in AI infra spending may not pay off soon. Timing is critical for career and investment bets.