IBM's warning shows how AI infrastructure and cybersecurity spending are reshaping technology budgets.
IBM gets sucked into the AI-powered memory chip vortex
By Alistair Barr
You're currently following this author!
Want to unfollow? Unsubscribe via the link in your email.
Author of the Tech Memo newsletter
IBM warns AI boom is squeezing software budgets, triggers sector rout - The Economic Times
IBM warns AI boom is squeezing software budgets; shares sink in sector rout
IBM issues profit warning as enterprise customers rush to buy AI hardware
IBM shares plunge 25% as customers shift spending to AI
IBM's profit warning signals a seismic shift in how enterprises are spending on AI
This "will rattle many": IBM stock tanks as AI budgets shift
IBM's stock just had its worst day since 1968
IBM stock crashes 22% as AI spending shift hits software industry
Chamath Palihapitiya on IBM Stock Drop, AI Spending Concerns: ‘You’re Starting to See a Little Bit of the
IBM warns AI boom hurting software firms, triggering big rout
Software investors have long been on edge over fears that AI tools capable of automating routine work could pose an existential…
July 14 : IBM said it had "faltered" in keeping pace with a shift in corporate spending from software to data-center…
IBM CEO Arvind Krishna wrote a letter to shareholders about a revenue miss. It's renewing months-old fears about a SaaSpocalypse.
IBM stock dropped 25% after Q2 results missed estimates. Enterprise customers are shifting budgets from software to AI hardware,…
AI shopping spree pulled spending away from IBM’s infrastructure and software business. Read more at straitstimes.com. Read more…
IBM's Q2 miss and 25% stock drop reveal enterprises shifting AI spend from software to hardware, with ripple effects for crypto…
