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Chamath Palihapitiya on IBM Stock Drop, AI Spending Concerns: ‘You’re Starting to See a Little Bit of the
Chamath Palihapitiya said AI spending is not keeping up with AI productivity, a warning sign for what's to come.
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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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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…
