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:
โข The value of semiconductor and software stock indices
โข Data center investment in the US
โข Investment in IT equipment, and electrical and communication structures
โข The combined annualized revenue run rate of OpenAI and Anthropic
๐งต Read on for our key findings: