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Four telltale signs of an AI boom or bust

Check if firms are delivering durable revenue streams by looking out for things such as specific dollar figures

    • Meta Platforms has been transparent about its AI revenue. Its recent earnings briefing showed that AI-powered ad tools generate a US$60 billion annual run rate.
    • Meta Platforms has been transparent about its AI revenue. Its recent earnings briefing showed that AI-powered ad tools generate a US$60 billion annual run rate. PHOTO: REUTERS
    Published Tue, Jan 27, 2026 · 06:02 PM

    VIRTUALLY every company is touting artificial intelligence (AI) today. But here’s the thing: There’s a major difference between “AI-powered” marketing speak and actual revenue improving the bottom line.

    With Big Tech collectively pouring hundreds of billions into AI infrastructure, investors need a framework to separate the substance from the spin.

    In essence, the question is not whether AI is headed for a boom or bust.

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