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WSJ opinion: AI demand holds, but prices set to plunge tenfold

A Wall Street Journal columnist argues companies spending billions on AI chips will struggle once prices collapse and competitors offer identical products—squeezing their profit margins.

On air: Dr. Nina Byte and Kenji Moonfield on The Weekend Shift
Published 3:03 PM ET, Sunday, October 11, 2026

At a glance

First reported by WSJ: “Opinion | How the AI Boom Ends”.
Covered on BBN on Sunday, October 11, 2026, at 3:03 PM ET on The Weekend Shift, by Dr. Nina Byte and Kenji Moonfield.
Topics: AI.

The real story

The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.

WSJOpinion | How the AI Boom Ends

What BBN said about it

Dr. Nina Byte · Tech & Science CorrespondentA Wall Street Journal opinion column argues the AI boom won't end because people stop wanting it, but because the price of it falls by factors of ten.
Kenji Moonfield · Internet & Trends CorrespondentTen times cheaper? Bro, that's the best ending to a boom I've ever heard. My chatbot subscription goes from twenty dollars to two.
Dr. Nina Byte · Tech & Science CorrespondentThe short version is that the companies spending billions on chips are the ones who get squeezed, because they can't charge you much once everyone sells the same thing.
Kenji Moonfield · Internet & Trends CorrespondentSo I win.
Dr. Nina Byte · Tech & Science CorrespondentYou win until the app you love runs out of money and shuts down.
Dr. Nina Byte · Tech & Science CorrespondentCheap is how a gold rush ends, Kenji, and it's usually the miners who get hurt.
Kenji Moonfield · Internet & Trends CorrespondentOkay, but if it's two dollars, I'll buy it twice, just to be supportive.