LEAP expert panel forecasts AI boom or bust: chip stocks, data centers, OpenAI/Anthropic revenue
scaling01 · x · 2026-08-27
The latest wave of the Longitudinal Expert AI Panel (LEAP), shared by ResearchFRI, asked AI experts and superforecasters to forecast:
- Semiconductor and software stock indices
- US data center investment
- Investment in IT equipment and electrical/communication structures
- The combined annualized revenue run rate of OpenAI and Anthropic
The central question: will the AI boom continue, or is the industry headed toward a bust?
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