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Sunil Mittal sees AI bubble correction like dotcom
Positive+2
GreyOak summary
Bharti Enterprises Chairman Sunil Mittal stated that the AI boom will correct similarly to the dotcom bubble. He believes India has an opportunity to attract investments in computing and data centres as US interest cools. Mittal highlighted Airtel's strong connectivity position and predicted two to four Indian companies will emerge as frontrunners in the sector.
What it affects
- AI and data centresPositive +2
India sees opportunity as US AI cools.Rolling sentiment Positive +20