Is the AI stock bubble about to explode?

Group 1 - The article argues against the notion of an AI bubble, stating that AI is a legitimate technology being actively implemented in Corporate America [2][3] - AI technology is leading to increased demand for physical assets, with companies like Base Power raising significant funds to address power availability and costs due to AI development [3][4] - CFOs are making rational decisions regarding AI investments, avoiding reckless spending and instead utilizing cash reserves rather than accumulating debt [4] Group 2 - AMD's CEO emphasizes the importance of recognizing the transformative potential of AI technology and asserts that the company is investing at an appropriate pace to capitalize on this opportunity [5]