11/27/2025
Extremely proud of PROF. AMITAVA BOSE (BAPI) for his powerful insights in “AI Bubble or the Next Big Leap?” and for clearly addressing the rising tension in today’s rapidly evolving AI world!
Assistant Professor of IT, University of Pikeville, Kentucky, USA | Senior VP, UHF Canada | Head of UHF Global Institute (UGI) Canada |Data Analyst | Team Leadership | Adept in Python, SQL, Tableau, and ETL.
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His perspective reinforces the long-standing message of Prof. B. C. Panday, who for over a decade has urged global leaders to create a future grounded in Human-Centered AI — not an AI-centered human culture. AI must remain a tool, never the driver of humanity. Prof. Bose’s analysis highlights why governance, ethics, and human protection must keep pace with AI’s explosive growth
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AI Bubble or the Next Big Leap?
- By Prof. Amitava Bose Bapi
Currently, Wall Street and Silicon Valley seem to be living in two different worlds. Investors debate whether today’s AI hype is a bubble, while major tech companies move forward confidently. The investment scale is enormous. OpenAI alone plans to spend $500 billion on data centers in the United States. By the end of 2025, Amazon, Google, Meta, Microsoft, and OpenAI combined will have spent over 325 billion dollars, and global AI investment could reach nearly three trillion dollars.
Much of this optimism comes from the belief that the industry is moving toward the development of Artificial General Intelligence (AGI), AI that can understand, learn, and perform any task a human can, just like a real person. Even though the path to AGI remains uncertain. There is also a strong fear of missing out as well. No company wants to be the one to sit back during what many believe is the next major technological shift.
This moment reminds many people of the dot-com era. Back then, startups made big promises about the internet's future but often lacked the business models to back them up. Many failed, yet the infrastructure they helped build eventually transformed the world. The services we rely on today(eg, Amazon, Netflix) took time, money, and years of development to become a reality.
I think something similar may be happening with AI. Smaller companies have borrowed heavily to build data centers and AI infrastructure. Not all of them will survive long enough to see a return on their investments. Building this infrastructure is slow, costly, and resource-intensive. Well-funded companies like Alphabet and Meta can withstand that pressure. Startups, however, may not be so fortunate. If an AI bubble bursts, it could have a broader impact than the dot-com crash because today’s growth relies heavily on debt and interconnected financial instruments.
Even if a correction occurs, the technology's long-term potential remains enormous. The infrastructure being developed now could influence how we work and live forever. The real concern is how much risk the system can handle as we proceed at this rapid pace.
