'We will talk in 5 years': Sridhar Vembu reacts to IBM CEO Arvind Krishna's statement on 'multi-trillion dollar AI data center bubble'

Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concerns with his company's focus on core AI capabilities like data curation and compiler infrastructure. Vembu stated Zoho won't chase the "investment frenzy," emphasizing prudence over speculative spending. This stance echoes warnings about repeating past tech boom patterns where infrastructure outpaced demand.

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