The AI Bubble Will Pop — And Why That Doesn’t Matter

The current excitement around AI mirrors the dot-com bubble, following a predictable pattern of novelty, hype, a future crash, and an eventual new paradigm. Using Cisco's stock trajectory as a historical parallel for the internet, the piece positions Nvidia as the equivalent for the AI era, noting the striking similarities in their growth patterns. While an inevitable market correction will likely occur, wiping out many overhyped ventures, the fundamental technology will persist and mature. Ultimately, AI is presented as a transformative force that will reshape the world, and companies are urged to begin integrating it now to secure a future competitive advantage.