A wave of excitement surrounds artificial intelligence in supply chain planning, but industry leaders say it’s mixed with plenty of hype. John Lash, group VP strategy at e2open, believes AI’s potential is big, yet cautions businesses to approach new technology with realistic expectations.

Bloom Energy’s stock soared after a power-generation deal with Oracle in July, bolstered by excitement over AI potential. A Jefferies analyst, however, has now downgraded the company, citing “over-exuberance” as a reason to consider selling.