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Margin Call
9 mins to read

Investment, infrastructure, inference, big money players

ANALYSIS: Summing up the direction of AI in 2026.

Investors, weary of the ongoing bubble talk and high valuations, shunned AI developments.

Ennui is the word that best describes the end of 2025. It was a trudge to the finish line as investors, weary of the ongoing bubble talk and high valuations, shunned AI developments. The ‘oh wow’ moments had passed and the mood captured something essential: investors had heard the artificial

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Tim Chesterfield Tue, 20 Jan 2026
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Investment, infrastructure, inference, big money players
Margin Call,
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