Experts are increasingly voicing concerns about the sustainability of the current AI investment boom, suggesting that the rapid increase in AI capital expenditures could lead to a downturn in the economy. While some analysts highlight the significant economic impact of AI investments, others warn that if major players like Nvidia or OpenAI falter, it could trigger widespread market repercussions. The conversations surrounding the AI hype echo historical market events, drawing comparisons to the dot-com bubble. Reports from Deutsche Bank and Morgan Stanley indicate cracks in the AI capex growth, raising alarms about potential repercussions for the S&P 500 and broader economic conditions. As the momentum of AI stocks continues, questions arise about whether this market trend represents a genuine boom or an unsustainable bubble on the verge of bursting.