Forecasting Research Institute(@Research_FRI):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:

Forecasting Research Institute

@Research_FRI

We advance the science of forecasting to improve decision-making on high stakes issues. Co-founded by chief scientist Philip Tetlock.

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Forecasting Research Institute@Research_FRI

2026.08.27 14:31

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: