New Delhi, Dec. 28 -- is the last episode of General Disequilibrium for 2025. Looking through a foggy windscreen, it seems like the approaching 2026 season will be dominated by politics over artificial intelligence (AI).

This trend, apart from the polarizing debate over an AI bubble bursting or not bursting, is likely to dominate the AI policy landscape. This has consequences for India too, which has been judged as an 'AI loser' by sections of global markets.

An AI bubble is a top-of-the-mind issue today. However, it is perhaps premature to debate the likelihood of a bubble or non-bubble at this juncture, let alone its bursting. A lot will depend on the nature and speed of AI adoption and its manifestation in enterprise bottom-lines.

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