Or it could be a bubble that will pop in the next few years.

Where is the revenue going to come from to make it profitable? Awful lot of capital investment that will require an awful lot of revenue stream to ever pay back investment with profit.

Lots of things in history were revolutionary improvements yet along the way many bankruptcies. Look at the automotive industry how it changed the world from horse and carriage days. Yet look how many automobile manufacturers started out and went bankrupt along the way. Simply investing in the "automotive industry" didn't automatically make you money. Same way with computers. If you invested in Microsoft or Apple did ok. A thousand other start up companies went by the wayside or barely made it while almost going bankrupt along the way. Or on line sales. I remember checking out Amazon when it was in the dollar a share life. Figured no way an on line book seller could make it. And many many companies similar to it didn't.

So I suspect the AI thing is going to be the same way. Get lucky and pick the right one of a handful of survivors and it will be a winner. I think much of it is in bubble territory and will go up in smoke. Where is the revenue stream coming from that is going to support that level of investment??? Maybe we will just print new money and it will be there. Interesting times to live in.