Is the AI Bubble Bursting? Why Smart Executives Are Doubling Down
Nvidia posted blowout earnings then plummeted 8%. SoftBank crashed 11%. Bank of America declared "the bubbly is on ice." Yet Microsoft just committed $250B to OpenAI and enterprise AI adoption hit 88%. This isn't 2000. This is the moment when AI leaders separate from AI tourists - and the data reveals exactly which camp your organization is in.