According to DeepLearning.AI, Andrew Ng addressed the growing concern of an AI bubble in the latest issue of The Batch, analyzing how both supply and demand in the artificial intelligence sector may be influenced by current investment patterns (source: DeepLearning.AI, Nov 28, 2025). He emphasized that while segments like AI infrastructure are seeing heavy capital inflows, real-world enterprise adoption and sustainable business models are crucial for long-term industry health. The newsletter also highlighted Google's continued dominance in AI competition leaderboards, reflecting its technical leadership and robust AI research ecosystem. Additionally, Microsoft and Anthropic announced a strategic alliance, indicating increased collaboration in cloud-based AI services. The report noted that major record labels are backing AI-driven music solutions, spotlighting expanding AI applications in the entertainment industry and creating new business opportunities for AI-powered creative tools.