AI-exposed companies are heavily investing in CapEx to build the infrastructure capable of sustaining current and future AI demandBears see similarities with the dot-com bubble: too many startups, stretched valuations, and execution riskBulls argue that AI is more about infrastructure, rather than software, with long-term pricing power and stickier usageThe question is not whether AI will survive in the long run, but what the magnitude of its impact will be, based on how effectively demand, infrastructure, and returns alignThe post The AI Bubble Debate: Can Both Bulls and Bears Be Right? appeared first on Techreport.