Oct. 23 at 2:34 AM
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The dot com bubble was built on speculation, websites, and ideas that didn’t yet have the infrastructure to sustain them. The AI revolution is the opposite. This time the foundation is already here, data centers, compute power, chips, and automation are real, revenue-producing assets driving transformation across every industry.
Steam powered the first revolution, electricity the second, computing the third, and data the fourth. Now artificial intelligence is fueling the fifth, where intelligence becomes the new resource of production. This isn’t a bubble built on hype, it’s a structural shift built on power, capacity, and innovation. The companies building the backbone of AI, from data centers to software automation are shaping the new industrial era.
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