Many people who object to the idea that current-generation AI is thinking do so only because they believe AI is not "conscious"... but there is no known law in the universe requiring that intelligence and consciousness must always go together. With apologies to René Descartes[a], intelligence and consciousness are different.
Intelligence can be verified and quantified, for example, with tests of common sense and other knowledge.[b] Consciousness, on the other hand, is notoriously difficult if not impossible to verify, let alone quantify. I'd say AI is getting more intelligent, and more reliable, in fits and starts, but it's not necessarily becoming conscious.
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[a] https://en.wikipedia.org/wiki/Cogito%2C_ergo_sum
[b] For example, see https://arxiv.org/abs/2510.18212