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What IBM's profit warning means: Hardware is 'eating everyone's lunch'
By Britney Nguyen and Hannah Pedone
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channelnewsasia.com
IBM warns AI boom 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 would take a big earnings hit in the second…
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IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI
July 14 : IBM's preliminary second-quarter revenue forecast came below Wall Street estimate on Tuesday, as customers prioritized spending on AI infrastructure, including servers,…
