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The $675 Billion AI NIGHTMARE: THE AI Boom Isn’t What YOU Think...
The AI boom is driving hundreds of billions of dollars into infrastructure, but the biggest spenders may not become the biggest winners. Mark Malek and Jeff DeVerter break down the $675 billion AI infrastructure bet, the risk of putting artificial intelligence on top of broken enterprise data, and why AI governance, implementation and data readiness could determine which companies actually generate returns. They also examine whether today’s AI boom resembles the dot-com bubble and where investors should look for durable value—from Nvidia, Microsoft, Alphabet and Amazon to the companies…
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