Will the AI boom continue, or is the industry headed toward a bust?
In the latest wave of the Longitudinal Expert AI Panel (LEAP), we asked AI experts and superforecasters to forecast the following:
• The value of semiconductor and software stock indices
• Data center investment in the US
• Investment in IT equipment, and electrical and communication structures
• The combined annualized revenue run rate of OpenAI and Anthropic
🧵 Read on for our key findings: