By Dan Rabb, Data Centers
Publication Date: 2025-12-03 21:56:00
IBM CEO Arvind Krishna and Fitch Ratings are separately questioning the wisdom of trillions of dollars in planned data center spending by the world’s largest tech companies, adding a pair of credible voices to a rising chorus of concern about a potential AI bubble.
As Big Tech leaders describe their data center spending spree as demand-driven and already fueling revenue growth, Krishna emerged as a rare voice from within the tech sector’s top ranks to cast doubt on whether this unprecedented investment in artificial intelligence infrastructure will ever deliver appropriate returns.
Krishna, speaking on…