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AI Boom: Not a Bubble, Experts Say
2 Dec
Summary
- AI infrastructure buildout signals future monetization opportunities.
- Less than 5% of US enterprises have adopted strategic AI paths.
- Anticipated $550-$600 billion in AI capex for 2026.
Experts are pushing back against concerns of an artificial intelligence bubble, asserting that the current buildout of AI infrastructure will pave the way for substantial monetization opportunities starting in 2026. They view the AI revolution as a decade-long cycle, with the current stage merely Year 3.
Despite recent market jitters, the analysis suggests that the AI wave is still in its early stages. Adoption remains low, with fewer than 5% of US enterprises having fully committed to a strategic AI path, and autonomous systems and robotics are just beginning to emerge from developmental phases.
Looking ahead, significant growth is anticipated, with projections of a 20% rise in tech stocks for 2026. This optimism is supported by expected massive AI-related spending, potentially reaching $550 billion to $600 billion in capital expenditures for 2026, driven by governments and major global organizations.
