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▶ 0:37 · $IBM · IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN

now playing · $IBM

IBM loses AI budget share as customers shift capex to GPU build-out

IBM's server business is losing customer technology budget share as enterprises redirect capital expenditure toward GPU-centric AI infrastructure where IBM has minimal presence, d…

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▶ 0:37 · $IBM · IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN

now playing · $IBM

$IBM···bearish· mediumjohn coogan

IBM loses AI budget share as customers shift capex to GPU build-out

IBM's server business is losing customer technology budget share as enterprises redirect capital expenditure toward GPU-centric AI infrastructure where IBM has minimal presence, d…