The global investment frenzy around AI has seen companies valued at trillions of dollars and huge projections of how it will boost economic productivity.
AI may well reshape entire sectors, but if the potential does not translate quickly into steady, profitable demand, the excitement can slip away fast.
The most plausible end to this bubble is that the economics are no longer keeping up with the hype, prompting a sharp revaluation across related stocks.
But a bursting AI bubble would not erase the technology’s long-term importance. Instead, it would force a shift away from the “build it now, profits will follow” mindset which is driving much of the current exuberance.
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