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'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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economictimes.indiatimes.com
'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…
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newsbytesapp.com
IBM CEO warns AGI infra investment could lead to losses
IBM CEO Arvind Krishna highlights concerns over the trillion-dollar capital required for AI data centres, questioning the economic viability of such investments.