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Is AI in a Bubble? We Don’t Think So
In a Nutshell
AI investment is fundamentally different from the dot-com era because current spending is driven by measurable revenue growth and practical applications, not just speculation. Companies are seeing real returns on AI infrastructure through cost savings and new capabilities, making the spending sustainable. The comparison to 2000 fails because today's AI buildout rests on actual business value rather than unproven business models.
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