Meanwhile, analysts warn AI may already be bigger and riskier than the dot-com bubble, investors like Michael Burry are betting against AI infrastructure, and most enterprises still report zero measurable ROI from their AI investments.
So, what’s happening? AI supply is exploding, billions in chips, data centres and power, while the hardware depreciates faster than the books say. Demand is growing, but slowly. The question isn’t if this is a bubble - it may be both a bubble and a historic value shift. The real tension is this: can business value scale before the hardware becomes obsolete?
Top stories this week:
- Buffett buys big into AI while others warn of a bubble
- Massive AI infrastructure growth vs slow business ROI
- Hardware depreciating faster than accounting models assume
- Most companies can’t measure AI value - and it’s a risk
- Is demand catching up - or falling behind the supply curve?
Got questions or want to share your thougths?
Future Bytes is your go-to podcast for insights on AI in business. Hosted by digital transformation and AI expert, Magnus Oxenwaldt, each episode offers perspectives through guest interviews or focused solo sessions.
We appreciate your input. If you have questions, topic suggestions, or know someone who could be a great guest, feel free to reach out to Magnus at magnus.oxenwaldt@columbus.com. ✉️