Is the AI Boom Sustainable or a Bubble About to Burst?

by Nat Currier 19 min read
AISemiconductorsStrategyTaiwan
Excerpt

Taiwan's AI-driven surge is real, but software teams still need a hard-nosed plan for what happens if demand cools after the infrastructure buildout peak.

Cite This

Nat Currier. "Is the AI Boom Sustainable or a Bubble About to Burst?" nat.io, 2026-02-18. https://nat.io/blog/ai-boom-sustainable-or-bubble-taiwan-2026

Taiwan's 2026 surge highlights both real AI demand and real bubble risk. Sustainable software strategy requires cash-flow discipline, clear problem ownership, and architecture choices that survive a capex slowdown.

https://nat.io/blog/ai-boom-sustainable-or-bubble-taiwan-2026

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Key stat: 13 minute read