Gartner estimates that worldwide AI spending will total 1.5 Trillion US$ in 2025.[1] As of 2024, global GDP per year is 111.25 Trillion US$.[2] The question is how much this can be increased by AI. This describes the market volumn for AI. Todays investments have a certain lifespan, until they become obsolet. For custom software I would estiamte that it is 6-8 years. AI investments should be somewhere in this range.
Taking all this into consideration, the investment volumn does not look oversized to me -- unless one is quite pessimistic about the impact of AI on global GDP.
[1] https://www.gartner.com/en/newsroom/press-releases/2025-09-1...