Fortune
Writing for Fortune, MIT Innovation Fellow David Siegel SM ’86, PhD ’91, Jeffrey Sonnenfeld and Stephen Henriques examine the timeline of the current investment boom in AI infrastructure. “The market may already have overbuilt relative to the payback window that data center financing assumes. Much of what corporate America spends on AI today funds exploratory pilots,” Siegel, Sonnenfeld and Henriques note. “A pullback to reassess is not only the likely next step, but a healthy one.”