AI massive industrial revolution or massive bubble?

A statistic (from Harvard) that is concerning me is that 4% of Americas GDP is 'digital services' but consists 92% of American GDP growth. Basically US growth is stagnate apart from AI, and that looks more like a massive Ponzi scheme at the moment. Looking at my portfolio breakdown, I definitely am getting all my growth from tech stocks, biggest is 5.4% in Space X (all funds, as British, I use investment trusts). So what are opinions here, for and against riding this AI wave? Revolutionary or Po