The AI boom is over - here's your bubble survival guide

The AI boom is deflating rather than crashing, with distinct market tiers emerging among companies in the sector. While hyperscalers like Microsoft and Amazon remain strong, many startups face existential challenges, and investors should seize opportunities by targeting resilient companies and sectors related to AI infrastructure and automation.

• The AI boom is deflating gradually rather than crashing suddenly, creating distinct winners and losers rather than a uniform collapse
• Hyperscalers like Microsoft and Amazon are positioned to remain strong while many AI startups face existential survival challenges
• Investors should focus on resilient companies tied to AI infrastructure and automation rather than speculative AI plays