理特咨询：2026驾驭AI浪潮：AI泡沫风险与“有纪律加速”策略研究报告（英文版）（20页）.pdf

1、DISCIPLINED ACCELER ATIONMake the AI bubble irrelevant2026We would like to acknowledge all those who contributed to the review of this report,especially:Michael Majster,Dr.Albert Meige,Aurelia Gong,and ADLs Blue Shift Institute.EMILIO LAPIELLOPartner,Head of AI&Digital AmericasMICHAL KOLKManaging Pa

2、rtner,Global Practice Leader,Innovation AmsterdamMICK WERSONManager,Travel,Transportation&Hospitality BostonKARMA HAYEKBusiness Analyst BostonCESAR PORTOCARREROBusiness Analyst San FranciscoCONTENTEXECUTIVE SUMMARY 31.DEFINING THE BUBBLE 62.POTENTIAL BUBBLE TYPES IN THE CURRENT AI CYCLE 83.THE GEOGR

3、APHY&GOVERNANCE VIEW 104.HISTORICAL ANALOGS&AI METRICS TO WATCH 125.HOW THE AI BOOM COULD PLAY OUT 146.“NO-REGRET”MOVES HEDGING STRATEGIES 16CONCLUSION KEEP YOUR OPTIONS OPEN 182AI is becoming a core infrastructure for the digital economy,while capital,valuations,and expectations accelerate at an un

4、usual speed.For leaders,the challenge is straightforward but demanding:build real AI capability while avoiding commitments that assume a specific pace of demand,a fixed market structure,or permanently favorable capital conditions.This report evaluates the current AI cycle through the lens of earlier

5、 technology booms and translates those lessons into practical implications for organizations.AI is already reshaping software development,knowledge work,automation,and enterprise architecture.In defined use cases,deployments are generating measurable improvements in productivity and decision quality

6、.Yet the broader market environment carries familiar signals:Capital is concentrated among a small number of infrastructure providers.Valuations have expanded rapidly.Data center investment has reached unprecedented levels.Public narratives increasingly frame AI as universally transformative.History