David Cahn's article 'AI’s $600B Question' discusses the AI bubble's tipping point and the need to navigate future challenges. He observes the gap between AI revenue expectations and actual growth, indicating a $600B question exacerbated since September 2023. Key points: easing GPU shortages, growing stockpiles by cloud providers, and OpenAI's revenue lead. He highlights issues like lack of data center pricing power, potential capital loss, rapid chip depreciation, and the distinction between potential winners and losers in the AI technology wave.