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Internet was the "AI" of the dotcom bubble. It didn't go anywhere after the bubble burst and neither will AI. What will go away are the companies with only hype but no product. Amazon and eBay came about during the dotcom bubble and now companies like OpenAI and Anthropic will likely be equivalent ones.
The bubble bursts when investors start losing faith that the company they have invested into will become profitable so they pull out, which makes other investors get scared so they pull out too and then the company goes under.
I personally would exclude OpenAI from my list of likely to endure. OpenAI partners are largely switching to Anthropic, their models and tools are generally less well regarded. The only time I had someone advocate for them it was due to some scenario where it was much cheaper.
Problem is that based on what I've read. Altman has way overextended his company. The financial obligations outpace their revenue and likely revenue way too much.
Anthropic has some risk since Microsoft, Google, and Apple insourcing would be a big problem for them.