Agreed. It's not the same, but similar issues remain. Investors, both from the stock market and direct, are the ones providing the money. So long as companies keep buying the products, everything is fine.
What has to happen is AI, in all its forms, needs to get its act together. While the market can stay irrational longer than you or I, you, as the company, need to show something for the billions being sent your way. Personally, I believe there will be advances from all this computing power. However, it's going to take time to sift the chaff from the wheat. Once someone, or someones, finds the right combination of software and hardware, that's when it will get interesting. How long that will take is the question and whether investors are willing to keep handing over their money.