Tag Archives: AI bubble

23Nov/25

Structural Collapse and Consolidation of Enterprise AI Architecture

Nov. 23, 2025 /Mpelembe Media/ — ExperienceBypass™, an advisory firm, announced their new report titled “The Real AI Bubble.” This report, authored by CEO Honorio J. Padron, warns that the AI market faces a structural collapse, arguing the actual bubble is architectural, not financial. The core thesis is that tens of thousands of smaller AI point solution companies will disappear over the next 36 to 48 months as global enterprises consolidate their technology around a few AI Native Platforms (or “AI Factories”) such as NVIDIA and Palantir. This consolidation is driven by the failure of most enterprise AI pilots and a demand for unified architecture, mirroring the standardisation seen in the ERP sector during the 1990s. Padron asserts that non-integrated point solutions lack a place as the AI Enabled Enterprise™ becomes the new operating model, acting as the central nervous system for modern businesses. Continue reading