The AI Bubble, DeepSeek & The New Global Order

The AI Bubble, DeepSeek & The New Global Order

From Simon Dixon Hard Talk by Simon Dixon

May 29, 2026 · 1h 11m

About this episode

The episode discusses the potential reorganization of the global order in relation to the largest AI investment bubble in history and its geopolitical implications.

Is the entire global order being reorganized to support the largest AI investment bubble in history? In Part One of this episode of SimonDixonHardTalk LIVE, broadcast on 29 May 2026, we discuss the potential connections between Middle Eastern geopolitics, the Iran peace MOU, and the liquidity needs of the AI sector. I believe that the global financial, military, and technical industrial sectors may be shifting away from the 'forever war' model to potentially decrease global energy prices, finance AI data center infrastructure, and possibly develop a multipolar world. We analyze the US-China discussions at the recent Beijing meeting.  In my opinion, it appears that transnational capital could be working with the CCP in what some might view as the development of a global surveillance network. I believe that under this potential architecture, the United States may be experiencing a reduction in global influence through factors like asset stripping, fiscal dominance, and wealth concentration. We also revisit the DeepSeek event, which some believe challenged the compute-scarcity assumption that is currently supporting the semiconductor and AI stock market. As Wall Street and the…

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