The AI bubble is becoming the most divisive consensus in the global market, with Bridgewater founder Dalio stating the bubble level is "relatively high," while Nvidia CEO Jensen Huang says opportunities in AI are huge and demand for computing power has just begun to explode. The article notes that the AI bubble clearly exists, but the underlying productivity is not inflated. The plummeting cost of computing power is driving AI to reshape industries. The internet bubble of 2000 caused a nearly 78% drop in the Nasdaq and the evaporation of over $5 trillion in wealth, but left behind infrastructure that supported Amazon, Netflix, YouTube, and the mobile internet. Today, hundreds of billions of dollars are being poured into data centers, electricity, liquid cooling, optical modules, and GPUs, while application revenue has not yet fully materialized. The market will wash away shell companies and PPT entrepreneurs, but will not reverse the direction of AI+. The bubble will burst, but the industry will remain.