Is There an AI Bubble? A Balanced Look at Today’s Fears and Realities

Few topics spark as much debate today as whether artificial intelligence is driving a true economic transformation or inflating the next market bubble. Valuations have surged, investment in data centers and compute power is exploding, and companies are racing to secure the infrastructure needed to support AI. And yet, AI is also generating real profits and productivity gains—unlike many past tech manias.

Happy Thanksgiving

As we gather with family and friends this Thanksgiving, we want to take a moment to express our heartfelt gratitude to you—our valued clients and friends…