AI boom is a poor choice of words, even though it's intentional. And I don't believe the article's starting paragraph
For more than three years, AI has propped up global trade and investment and pushed stock markets from the US to Asia to record highs.
However, there is a boom in investment in AI, whether that actually yields anything or not. I read the article as meaning derailing that.
The consequences outlined in the rest of the article look to be agnostic to productivity
Intentional Kessler syndrome?