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Nikhil Kamath says AI valuations show signs of a bubble: Report

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Nikhil Kamath says AI valuations show signs of a bubble: Report

Business News Tech AI Nikhil Kamath says AI valuations show signs of a bubble: Report

Kamath said many AI companies in the United States lack a truly defensible moat, raising questions about how durable their advantages will prove. He suggested that value creation in AI will increasingly shift toward companies that own local data and context, rather than being concentrated only among the developers of large AI models.

Zerodha cofounder Nikhil Kamath on Wednesday cautioned that the excitement around artificial intelligence (AI) companies has a resemblance to earlier market bubbles, even as he argued that India stands to gain from the technology’s growth, in an interview with CNBC-TV18.Kamath said many AI companies in the United States lack a truly defensible moat, raising questions about how durable their advantages will prove. He suggested that value creation

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