George Noble: AI could drive historic capital destruction as semiconductors face sharp decline

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Ashutosh Sureka

23.07.2026

George Noble: AI could drive historic capital destruction as semiconductors face sharp decline — AI bust could trigger epic losses

George Noble argues that the rise of artificial intelligence is set to become the biggest bust in history, warning of substantial capital destruction ahead.

He predicts that semiconductor companies could see their share prices drop by as much as 80%. Noble also states that both OpenAI and Oracle could go bankrupt during this downturn. The comments reflect a highly bearish outlook on both the AI sector and key players in the technology and semiconductor industries.

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Noble has previously shared critical views on high-profile companies and sectors. In an earlier analysis, he stated that Oklo operates as a utility company by focusing on building and selling electricity. He also warned that the upcoming SpaceX IPO could serve as a major exit opportunity for early company insiders. These comments build on Noble's record of skepticism toward major technology-driven enterprises.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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