CITP Blog11/25/2025

Why the GenAI Infrastructure Boom May Break Historical Patterns

Mihir Kshirsagar
Authored by Mihir Kshirsagar Observers invoke railroad, electricity, and telecom precedents when contextualizing the current generative artificial intelligence (GenAI) infrastructure boom—usually to debate whether or when we are heading for a crash. But these discussions miss an important pattern that held across all three prior cycles: when the bubbles burst, investors lost money but society […] The post Why the GenAI Infrastructure Boom May Break Historical Patterns appeared first on CITP Blog