Are We In An AI Bubble? Read This Before You Panic.
Michael Hiltzik’s new LA Times op-ed argues the AI frenzy is giving way to a correction—spotlighting how hype, fuzzy definitions of “intelligence,” and tolerance for model “hallucinations” have masked real limits.
What’s actually happening
· Enterprise ROI is lagging. An MIT Media Lab (NANDA) study finds ~95% of enterprise GenAI pilots show no measurable return, with just 5% scaling to material impact.
· Capex is still surging. Big Tech is projected to spend ~$750B on data centers over 2025–26, a classic sign of an “installation phase” that often precedes a reset before a productivity “golden age.”
· Translation: A shakeout is likely. But like the dot-com era, a correction can clear the way for durable value—especially in focused, domain-specific use cases.
If you’re building or buying AI, ask:
1. Does this reduce a line-item cost or increase a measurable KPI within 90–180 days?
2. Is the model embedded in a workflow (not a sidecar chatbot)?
3. Are data governance, security, and human-in-the-loop defined up front?
GITEX ASIA x AI Everything Asia’s POV: From Hype → Hard Value
In Asia, we’re seeing the shift from generic demos to applied AI that solves costly, well-scoped problems—security, infra, data centers, health, and ops. That’s why our 2026 edition emphasizes:
· AI Factory of the Future (live data center walkthroughs; scale, sustainability, digital trust).
· Digital Nations Asia: Ministerial Roundtable (policy + procurement clarity).
· North Star Asia (deal-ready startups + investors).
· GISEC Asia (security first—because AI without cyber is risky by design).
And the people are here: 23,000+ tech executives, 250+ active investors, 200+ global speakers, 750+ enterprises & startups across 110 countries at the 2025 debut—setting the bar for 2026.
Meet the builders who survive the correction
GITEX ASIA x AI Everything Asia brings together ministers, CXOs, founders, and investors to stress-test what’s real, finance what works, and retire what doesn’t—so the post-bubble “golden age” arrives faster.
GITEX ASIA x AI Everything Asia — Asia’s Largest & Most Global Tech, Startup & Digital Investments Event returns on 𝟵–𝟭𝟬 𝗔𝗽𝗿𝗶𝗹 𝟮𝟬𝟮𝟲 to 𝗠𝗮𝗿𝗶𝗻𝗮 𝗕𝗮𝘆 𝗦𝗮𝗻𝗱𝘀, 𝗦𝗶𝗻𝗴𝗮𝗽𝗼𝗿𝗲.
Interested? Get involved.
Still thinking about the AI “bubble”? Dive into these 3-minute reads from Tech Pulse.
