Andrew Ng on AI Bubble: Application Layer Underinvested, Training Overinvested
Davos Summit
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Moneycontrol•19-01-2026, 16:50
Andrew Ng on AI Bubble: Application Layer Underinvested, Training Overinvested
- •Andrew Ng, a leading AI voice, believes the AI application layer is 'underinvested' and not in a bubble, despite rapid hype.
- •He notes that actual business value from AI applications is increasing quickly, compounding rapidly from a low base.
- •Ng highlights the 'through the roof' demand for AI inference capacity, advocating for infrastructure build-out.
- •He cautions about potential overinvestment in AI model training due to high costs, which could lead to an uncertain future for some investments.
- •Despite risks, Ng remains cautiously optimistic and generally bullish on the AI sector and its leading players.
Why It Matters: Andrew Ng sees no AI bubble in applications but warns of overinvestment risks in model training.
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