AI investment boom faces bubble warnings from executives (opens in new tab)

Investors, executives and market commentators are questioning whether valuations in the AI-led equity boom are sustainable, citing capital-intensive infrastructure, memory-chip cyclicality and possible overpricing ahead of expected listings. Zoho founder Sridhar Vembu wrote on X that “AI is clearly an investment bubble” and called it “the biggest bubble yet,” while saying the technology itself remains real. CNBC reported that memory-chip stocks have drawn caution because the sector has histor...