Navigating AI’s creative destruction

AI is driving one of the most significant business model shifts in decades, accelerating corporate investment and reshaping the global economy. While hyperscalers fuel massive growth through heavy infrastructure spending, the picture is far from smooth: soaring valuations, steep financing needs, and rising competitive pressure mean not every AI ambition will pay off. Investors are now focused on whether productivity gains—from automation to emerging creative capabilities—can ultimately justify the capital outlays. The result is a landscape where some sectors face disruption while others adapt and thrive, and where the real differentiator will be how effectively companies harness AI to strengthen their competitive edge.