Artificial intelligence has become the defining story of today’s markets—not because of what it has delivered, but because of what we believe it will deliver.

Investment is booming, valuations are stretching, and the world’s biggest companies are pouring unprecedented capital into AI infrastructure. Yet beneath the headlines, a quieter truth remains: most organisations are still figuring out how to turn AI into real productivity.

This growing gap between expectation and execution is shaping markets in powerful ways. It’s creating opportunities, concentrating risk, and raising an important question for investors.

In this research note from one of our investment consultants Evergreen, they explore:

• why the world’s largest companies are pouring billions into AI
• what happens when free cash flow can’t keep up with capex
• the warning signs that appear before bubbles inflate
• and how to think about AI investments without falling for hype—or ignoring opportunity

You can read the full research note here.

Source: Evergreen Consultants (https://evergreenconsultants.com.au)