{"id":49515,"date":"2025-10-21T06:29:14","date_gmt":"2025-10-21T06:29:14","guid":{"rendered":"https:\/\/expleo.com\/global\/en\/?post_type=insights&p=111009"},"modified":"2026-03-30T09:43:00","modified_gmt":"2026-03-30T09:43:00","slug":"ai-pulse-bubble","status":"publish","type":"insights","link":"https:\/\/expleo.com\/global\/fr\/perspectives\/blog\/ai-pulse-bubble\/","title":{"rendered":"Expleo AI Pulse : vivons-nous une \u00ab bulle IA \u00bb ? Et est-ce vraiment important ?"},"content":{"rendered":"\t\t
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Rajesh Krishnamurthy, Group CEO – Expleo<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Le march\u00e9 de l\u2019intelligence artificielle (IA) ne montre aucun signe de ralentissement. Les investissements continuent d\u2019augmenter, ann\u00e9e apr\u00e8s ann\u00e9e. Les entreprises et les investisseurs misent gros sur le potentiel de transformation que l\u2019IA peut apporter. Cependant, des voix de prudence commencent \u00e0 se faire entendre au sein de cet enthousiasme g\u00e9n\u00e9ral.<\/p>

Les derniers chiffres de notre barom\u00e8tre mensuel Expleo AI Pulse<\/em> illustrent parfaitement cette dualit\u00e9. D\u2019un c\u00f4t\u00e9, les entreprises restent confiantes dans le potentiel de l\u2019IA, avec un score de 69 sur 100 dans notre indice de confiance (en hausse d\u2019un point depuis ao\u00fbt). De l\u2019autre, 49 % estiment \u00e9galement que nous vivons dans une bulle de l\u2019IA.<\/p>

Alors, faut-il s\u2019inqui\u00e9ter ?<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Pour r\u00e9pondre \u00e0 cette question, prenons l\u2019exemple des tulipes et d\u2019internet.<\/p>

En 1636, les Pays-Bas, alors puissance \u00e9conomique de premier plan, furent frapp\u00e9s par la Tulipomanie<\/em>. Cette fr\u00e9n\u00e9sie sp\u00e9culative fit grimper le prix des bulbes de tulipes jusqu\u2019\u00e0 l\u2019\u00e9quivalent d\u2019une maison de luxe \u00e0 Amsterdam, soit l\u2019\u00e9quivalent de plusieurs centaines de milliers d\u2019euros actuels. D\u00e9but 1637, les prix s\u2019effondr\u00e8rent rapidement et, en quelques semaines, le march\u00e9 s\u2019\u00e9croula. Pr\u00e8s de 400 ans plus tard, on peut acheter un sachet de bulbes pour quelques euros. Cela reste l\u2019un des premiers et des plus c\u00e9l\u00e8bres exemples de bulle sp\u00e9culative de l\u2019histoire.<\/p>

Avan\u00e7ons jusqu\u2019aux ann\u00e9es 1990 et la bulle internet. Des entreprises qui n\u2019avaient gu\u00e8re plus qu\u2019un nom de domaine accrocheur ont r\u00e9ussi \u00e0 lever des millions. L\u2019engouement \u00e9tait \u00e9lectrique, le march\u00e9 a explos\u00e9\u2026 puis tout s\u2019est effondr\u00e9. Mais contrairement \u00e0 la bulle des tulipes, celle-ci a laiss\u00e9 derri\u00e8re elle quelque chose d\u2019extraordinaire. Des g\u00e9ants comme Google, Amazon, et une grande partie des infrastructures num\u00e9riques et digitales qui soutient notre vie moderne ont \u00e9merg\u00e9 des d\u00e9combres.<\/p>

La le\u00e7on ? Toutes les bulles ne se valent pas. Certaines \u00e9clatent et disparaissent. D\u2019autres explosent pour donner naissance \u00e0 quelque chose de plus grand, qui transforme \u2014 certes le d\u00e9but est peut-\u00eatre audacieux et chaotique mais au final grandiose et merveilleux.<\/span><\/p>

Oui, des ajustements sont forts probables. Les valorisations pourraient fl\u00e9chir. Les projets trop m\u00e9diatis\u00e9s pourraient s\u2019\u00e9teindre. Mais ce n\u2019est pas un effondrement. C\u2019est une consolidation. Le paysage de l\u2019IA arrive \u00e0 maturit\u00e9, passant de l\u2019excitation sp\u00e9culative \u00e0 une int\u00e9gration strat\u00e9gique.<\/p>

Tout comme internet au d\u00e9but des ann\u00e9es 2000, l\u2019IA passe de la promesse \u00e0 l\u2019infrastructure.<\/p>

La vague d\u2019enthousiasme peut retomber, mais elle cache un puissant courant d\u2019innovation. Les entreprises qui survivront \u00e0 cette phase seront celles qui vont r\u00e9soudre de vrais probl\u00e8mes, construire des plateformes \u00e9volutives et transformer notre mani\u00e8re de travailler, de vivre et de cr\u00e9er.<\/p>

Ce n\u2019est pas la fin de l\u2019histoire de l\u2019IA. C\u2019est juste la fin du premier chapitre.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tEn savoir plus sur Expleo AI Pulse<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tEN SAVOIR PLUS SUR LES SERVICES EXPLEO AI POUR VOTRE ENTREPRISE<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Rajesh Krishnamurthy, Group CEO – Expleo Le march\u00e9 de l\u2019intelligence artificielle (IA) ne montre aucun signe de ralentissement. Les investissements continuent d\u2019augmenter, ann\u00e9e apr\u00e8s ann\u00e9e. Les entreprises et les investisseurs misent gros sur le potentiel de transformation que l\u2019IA peut apporter. Cependant, des voix de prudence commencent \u00e0 se faire entendre au sein de cet […]<\/p>\n","protected":false},"author":81,"featured_media":49514,"parent":0,"template":"","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","footnotes":""},"topic":[137,184,126,122,125],"insights-single-templates":[],"industry-taxonomy":[373],"content-type":[21],"country":[116],"service":[187,188],"class_list":["post-49515","insights","type-insights","status-publish","has-post-thumbnail","hentry","topic-artificial-intelligence-and-robotics","topic-data-science-and-cybersecurity","topic-industry-4-0","topic-innovation-and-r-and-d","topic-transformation-numerique","industry-taxonomy-all","content-type-blog","country-global","service-conseils-en-transformation","service-transformation-digitale"],"yoast_head":"\nExpleo AI Pulse : vivons-nous une \u00ab bulle l\u2019IA \u00bb ?<\/title>\n<meta name=\"description\" content=\"Les derniers chiffres de notre barom\u00e8tre mensuel Expleo AI Pulse illustrent parfaitement cette dualit\u00e9. 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