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'Insane bubble and bigger than 1999': Zoho founder Sridhar Vembu has a scary warning about the future of AI

Zoho founder Sridhar Vembu warns of a potential market bubble driven by AI enthusiasm, citing high price-to-sales ratios for tech giants like Nvidia, Apple, and Microsoft. He argues these valuations are disconnected from fundamentals, drawing parallels to the dot-com era and suggesting the current bubble could be even larger.

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economictimes.indiatimes.comStai leggendo24 g fa

'Insane bubble and bigger than 1999': Zoho founder Sridhar Vembu has a scary warning about the future of AI

Zoho founder Sridhar Vembu warns the AI-driven tech rally has created a bubble larger than 1999, with Nvidia at 20x sales, Apple and Microsoft at 10-11x, and Micron at 19x price-to-sales ratios. For tech leaders, the signal is clear: AI infrastructure valuations are increasingly detached from fundamentals, raising the risk of a sharp correction that could reshape vendor stability, M&A activity, and capex planning.

originale

timesofindia.indiatimes.com25 g fa

Zoho founder Sridhar Vembu quotes Oracle’s Larry Ellison on AI’s future; says ‘AI is rapidly …’

Zoho founder Sridhar Vembu has shared a message from Oracle co-founder Larry Ellison on the future of artificial intelligence (AI), saying that AI is becoming a commodity and that companies will need to build value…

Timeline cronologica

sabato 30 maggio 2026·timesofindia.indiatimes.com
Zoho founder Sridhar Vembu quotes Oracle’s Larry Ellison on AI’s future; says ‘AI is rapidly …’
Zoho founder Sridhar Vembu has shared a message from Oracle co-founder Larry Ellison on the future of artificial intelligence (AI), saying that AI is becoming a commodity and that…
domenica 31 maggio 2026·economictimes.indiatimes.com
'Insane bubble and bigger than 1999': Zoho founder Sridhar Vembu has a scary warning about the future of AI
Zoho founder Sridhar Vembu warns of a potential market bubble driven by AI enthusiasm, citing high price-to-sales ratios for tech giants like Nvidia, Apple, and Microsoft. He…