The solution lies in concrete AI applications, and not just having more training or larger GPU clusters. AI infrastructure versus AI applicationsIn 2025, companies spent around $320 billion on AI infrastructure. The story is different for AI applications. In 2025, businesses spent $19 billion on AI applications, making up more than half of all generative AI spending. This is over 6% of the total software market, reached just three years after ChatGPT was launched.

Source: The Hindu February 03, 2026 18:40 UTC