For the foreseeable future, the market is facing a shortage of capacity – hardly the conditions that spell imminent disaster, says Richard Waters for Financial Times. SAN FRANCISCO: Stock market veterans often say that it’s impossible to tell when you’re living inside a bubble. Truly irrational behaviour only becomes clear in hindsight, when sanity has returned. So why, suddenly, has talk of an AI bubble become so prevalent? Expectations are certainly running well ahead of current reality. That