Technology Strategy · Session 02 · Jon Oleaga

Bubble
or Not?

Is the AI infrastructure boom a bubble?

For this exercise, a bubble means investment is running ahead of sustainable demand. Vote, weigh six evidence cards with your team, then defend one verdict.

An iridescent, lightly cracked glass bubble on a stone plinth, enclosing a miniature city of data-center buildings lit with green server lights, with lime cables running out of it.

Join as student

Enter the session code your instructor shows. You'll pick a display name and team next.

Host a session

Start a fresh session for your class. You'll get a short student code to share and a private host view on this device.