Hello and welcome to Eye on AI. In this edition: Why AI isn’t a bubble quite yet…ChatGPT gets chattier… Microsoft connects U.S. datacenters into the first “AI superfactory”…and “shadow” AI systems are causing problems for organizations.

Hello, Beatrice Nolan here, filling in for Sharon Goldman while she’s on vacation this week. Lately, there’s one question investors can’t seem to stop asking: Has the AI boom crossed into bubble territory?

One analyst thinks he has an answer to, and a way to keep track of whether the AI industry is in a boom or bust phase through a special mechanism that measure key industry stressors on a scale of safe, cautious, or dangerous.

The framework was created by Azeem Azhar, a renowned analyst and author, who says the data shows that the AI industry is not i

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