
AI Hype Meets Software Reality: Tech Leaders Push Back on the Sell-Off
Despite a software stocks sell-off driven by AI fears, industry voices from Nvidia’s Jensen Huang and Arm’s Rene Haas say AI will augment rather than erase software; Steven Sinofsky calls the doom-talk nonsense, while Zoho’s Sridhar Vembu and others frame ongoing consolidation and a rotation toward broader enterprise AI deployment as the market absorbs the shift.













