November 20, 2025

Anurag Singh says AI rally overheated but far from a dotcom-style bubble

IntelME Verdict

Stable Growth

TL;DR

Market expert Anurag Singh suggests that the current AI boom, though overheated, is not a dotcom-style bubble, with established tech giants funding investments from profits, likely leading to corrections rather than bubbles.

Analysis

This perspective on the AI market being overheated but not in a bubble reassures AI professionals about the sustainability of current growth. Understanding that established tech giants are driving investments from profits can guide strategic decisions, highlighting the potential for corrections rather than a catastrophic bubble burst, which is crucial for long-term planning and risk management in the AI industry.