Is the AI infrastructure boom built to last — or headed for a correction as data center projects run into power, permitting and supply-chain constraints?

Tulane business professor Rob Lalka says the data center boom may see a correction, but that does not mean the technology itself is overhyped. Lalka compares the moment to the dot-com era. The bubble burst, but the infrastructure built during that period went on to create enormous long-term value.