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Storia in 4 fonti
IBM CEO Says Customers Put Large Capex Deals on Hold as They Reassess Cyber Spending: 'Mythos Is Making P
IBM CEO Arvind Krishna said customers paused large capex deals after Anthropic's Mythos while software remained unaffected by AI.
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zerohedge.com
Big Blew It! IBM Crashes Most Since '60s Amid CapEx Woes; Goldman Warns Over 'Software Bear Case'
"This redirection of budgets towards AI has been a topic that Karl Keirstead/team have been articulating as a potential risk for some time..."
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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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axios.com
This "will rattle many": IBM stock tanks as AI budgets shift
IBM startled investors Tuesday with an acknowledgment that shifting priorities in the AI economy are bludgeoning its core business.
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benzinga.com
IBM CEO Says Customers Put Large Capex Deals on Hold as They Reassess Cyber Spending: 'Mythos Is Making P
IBM CEO Arvind Krishna said customers paused large capex deals after Anthropic's Mythos while software remained unaffected by AI.