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IBM gets sucked into the AI-powered memory chip vortex
IBM's warning shows how AI infrastructure and cybersecurity spending are reshaping technology budgets.
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channelnewsasia.com
IBM warns AI boom is squeezing software budgets; shares sink in sector rout
July 14 : IBM said it had "faltered" in keeping pace with a shift in corporate spending from software to data-center infrastructure and forecast second-quarter earnings below…
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economictimes.indiatimes.com
IBM warns AI boom is squeezing software budgets, triggers sector rout - The Economic Times
Software investors have long been on edge over fears that AI tools capable of automating routine work could pose an existential threat to the industry. Tuesday's announcement…
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businessinsider.com
What smart people are saying about IBM's AI warning and SaaSpocalypse fears
IBM CEO Arvind Krishna wrote a letter to shareholders about a revenue miss. It's renewing months-old fears about a SaaSpocalypse.
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IBM gets sucked into the AI-powered memory chip vortex
IBM's warning shows how AI infrastructure and cybersecurity spending are reshaping technology budgets.