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Frequently Asked Questions
Not entirely. This whitepaper concludes that AI combines a real technological revolution with financial bubble traits. Unlike the 1990s, today’s AI firms have real products and customers—but over-financing and inflated valuations mirror past bubbles.
Because AI revenue hasn’t caught up with spending. Companies are pouring $500 billion annually into infrastructure, but earning $800 billion less than needed to justify it. This gap, combined with “circular financing” where chipmakers fund their own buyers, creates significant bubble risk.
AI is here to stay—tools are useful and adoption is real—but markets may correct. Investors should diversify, and professionals should focus on upskilling where AI enhances rather than replaces jobs. The report notes that 72% of companies use AI, but most haven’t yet turned that into profits.