자본시장 · 리포트
Zoho CEO Sridhar Vembu warns that trillion-dollar-scale AI capital investment is fundamentally unsustainable without proportional AI-driven revenue generation.
Prominent founder-CEO's public skepticism on AI-capex sustainability; if investment returns disappoint, hyperscaler funding and infrastructure demand could compress sharply.
업계 전문지Slicast · 2026년 9월 24일 13:47 UTC · 미국 · 출처: analyticsindiamag.com
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