If you’re trying to decide whether AI is a bubble or a breakthrough, the more useful question is how to position your organization for what's coming.

AI-driven tech companies now invest 7–8% of U.S. GDP, surpassing past cycles like railroads (1857) and dot-com (2000). Big Tech’s capital intensity is rising, with CAPEX as a percentage of revenue ...

SAN FRANCISCO (Reuters) -Nvidia CEO Jensen Huang says he does not see an AI bubble, but rather a tipping point. In his view, the kind of computing his company specializes in will come to suffuse ...

Forbes contributors publish independent expert analyses and insights. Jason Alan Snyder is a technologist covering AI and innovation. The AI “bubble” narrative persists because people are diagnosing ...