It may have already begun to pop.
However, Softbank is sinking that 5 billion and change into OpenAI: https://apnews.com/article/japan-softbank-son-nvidia-ai-chips-d8a10172850628c317a214280a4d94c9
I was going to say the same thing https://www.theguardian.com/business/2025/nov/11/softbank-sells-stake-in-nvidia-as-it-doubles-down-on-openai-bets
China is pushing an alternate and less expensive model for AI that seems to be capturing a market in the world.
However, Softbank is sinking that 5 billion and change into OpenAI: https://apnews.com/article/japan-softbank-son-nvidia-ai-chips-d8a10172850628c317a214280a4d94c9
I was going to say the same thing https://www.theguardian.com/business/2025/nov/11/softbank-sells-stake-in-nvidia-as-it-doubles-down-on-openai-bets
China is pushing an alternate and less expensive model for AI that seems to be capturing a market in the world.