Friday, September 18, 2026
Data center search interest doubled after the Senate blocked a ratepayer protection bill, while AI app builders Emergent and Hostinger crashed in sync after a late-August bubble, and open-source agent frameworks including Hermes Agent continued their post-hype decline.
Visualizations(4)
Data Center Policy Spike
Data center search interest more than doubled from 21 to 46 on September 17 after the Senate blocked the Ratepayer Protection Act, while NVIDIA interest stayed flat at 34, showing policy risk decoupled from chip demand signals.
AI App Builder Bubble Burst
Emergent AI and Hostinger AI Builder both spiked to 87-100 in late August before crashing 55-80% by mid-September, revealing a synchronized bubble in the no-code app builder category.
Open-Source Agent Framework Decline
OpenClaw collapsed 97% from its February peak of 100 to 3, Hermes Agent fell 80% from 91 in May to 18, and only Opencode holds steady near 5, suggesting open-source AI agent frameworks have entered a post-hype trough.
Developer Tool Graveyard: r.jina.ai
r.jina.ai collapsed from 97 in mid-June to 1 by September, a 99% drop, while the broader 'jina ai' brand flatlined near 5, showing developer utilities can vaporize faster than consumer apps.