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$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…