UNBELIEVABLE: 2 - Caught on Camera

'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…

The Economic Times · Jun 22

IBM CEO Arvind Krishna Says AI Is Not A Bubble — But Warns Of Trillions In Overinvestment

IBM CEO Arvind Krishna discusses the financial implications of AI investments, cautioning that while AI is booming, returns may take years, with only a few companies likely to succeed.

International Business Times UK · Jun 2

Costco CEO Ron Vachris says tech is ‘elevating’ workers,’ not replacing them—as IBM and Delta bosses make the same bet on humans

As companies like Meta and Amazon use AI to justify headcount reductions, Costco is doubling down on $1.50 hot dogs and humans at the cash register.

Fortune · May 28

10 CEOs Who Admitted They're Replacing Workers with AI in 2026 — And One Cut 80% of His Staff

Corporate leaders from Amazon to Salesforce have publicly confirmed that AI is eliminating jobs, with survey data showing 37% of companies expect to replace roles by the end of 2026.

International Business Times UK · Jan 28

Louis Gerstner, the man who saved IBM, dies at 83 — industry mourns the passing of transformative CEO

Louis Gerstner, who took over IBM in 1993 as it stood on the brink of breakup and bankruptcy, died at 83, leaving behind a legacy defined by preserving IBM as an integrated company and changing its direction nearly entirely.

Tom’s Hardware · Dec 28, 2025

Big companies aren’t making plans to hire in 2026: ‘Everybody’s afraid for their jobs’

The unemployment rate rose to 4.6 percent in November, the highest it's been in four years

The Independent UK · Dec 28, 2025

Louis Gerstner, man credited with turning around IBM, dies aged 83

Gerstner was chair and CEO at a time when the firm was struggling for relevance faced with rivals such as Microsoft

The Guardian - UK · Dec 28, 2025

IBM to buy Confluent in $11 billion deal to bolster AI offerings

Data streaming platform Confluent is responsible for infrastructure that underpins AI systems, allowing companies to rapidly transfer information.

Euronews · Dec 8, 2025

"There is 'no way'" - IBM CEO says current AI data center trends are unsustainable, and he would know

IBM CEO Arvind Krishna warns that massive AI data center expansions carry unsustainable costs and hardware replacement challenges globally.

TechRadar · Dec 5, 2025

With Fears Swirling, IBM Says There Is No AI Bubble. Does That Make IBM Stock a Buy Here?

Despite all the noise about an AI bubble, IBM isn’t buying into the fear. Could that confidence be your cue to load up on the stock?

Barchart · Dec 4, 2025