83% of voters on The Conduit predicted the AI bubble would keep expanding – and they were right.

Despite recent concerns sparked by DeepSeek’s ability to deliver advanced AI at lower costs, U.S. tech giants like Amazon, Google, Microsoft, and Meta aren’t pulling back. They’re doubling down, pouring billions into Artificial Intelligence. Meanwhile, smaller AI organizations are seeing DeepSeek’s cost-efficient, open source models as an opportunity to scale faster.

No signs of a bubble bursting—in fact, the AI surge continues to accelerate. 

So what does this mean? Enterprises will need low-latency, high-bandwidth connectivity to support real-time AI applications; hyperscalers will face pressure to meet skyrocketing inference and agent workloads; and data centers will require scalable fiber routes to handle the growing amount of data.