The Artificial Intelligence (AI) age is upon us. And it isn’t just about ChatGPT—it’s about a global construction boom, and the risks are evident, including the sustainability of business models and cost. While AI is still early in real-world usage, its impact can be seen in sector valuations, and US equity investors are already heavily exposed.

Below, our researchers and analysts share their perspectives on the data informing the possibility of a tech bubble, leverage, capital expenditures, and more.