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Generative AI has been a prominent investment opportunity over the last few quarters. While some believe that artificial intelligence (AI) is a bubble, and draw parallels with the dot-com boom and bust of the late '90s, many others see the transition as a real revolution in tech.
There could be some pockets of overenthusiasm, as the word “AI” is being used with a literal frenzy in recent earnings calls. While some companies will realize revenues from their AI initiatives in coming years – if they're able to at all – others are already booking revenues, as well as fat profits.