Arvind Sanger, Managing Partner at Geosphere Capital Management, believes the global artificial intelligence (AI) rally is not a bubble yet, and India has been “missing in action” in the AI space.

“When everybody’s talking about a bubble, it’s not a bubble,” Sanger said. “It’s going to take when everybody stopped talking about a bubble, and people have said, okay, this is a new path, a new paradigm — that’s when the bubble will pop.”

The recent sale of Nvidia shares by SoftBank, he says, should not be seen as a warning signal. "I think it’s just profit taking because they have other investments to do,” Sanger said, adding that the demand for computing power continues to rise.

Commenting on US President Donald Trump’s recent remarks about H1-B visas, Sanger said they reflect the US admin

See Full Page