Big Tech giants like Amazon, Alphabet, Microsoft, and Meta are set to spend $725 billion on AI infrastructure in 2026, a 77% increase from last year. IBM CEO Arvind Krishna cautions that the massive investment may not be supported by enough revenue growth, estimating that the required $1-2 trillion in annual AI-related revenue might not materialize. He also predicts only a few large AI companies will survive long-term due to commoditization and low switching costs. IBM itself is focusing on AI consulting and software rather than heavy infrastructure spending, betting on more sustainable returns amid the AI boom.
IBM has partnered with OpenAI to bring OpenAI's AI models and tools, including GPT-5.6 and Codex, to more enterprise customers through IBM's global consulting business. The deal involves joint marketing and development of industry-specific AI solutio...
IBM's recent quantum computing research shows quantum systems can outperform classical computers on specific problems, marking a technical milestone. However, CFOs should prioritize the economic impact, including costs of runtime, integration, and ta...
President Trump's executive order to separate the combined MMR vaccine into individual shots faces significant regulatory and manufacturing challenges, with FDA approval potentially taking up to 10 years. Merck and GSK, the only licensed producers of...
IBM announced a strategic partnership with OpenAI to integrate OpenAI's advanced models like GPT-5.6 into IBM Consulting's AI platform. This collaboration aims to help enterprises modernize legacy systems, automate workflows, and enhance cybersecurit...
Kyndryl Holdings, an IT infrastructure services provider spun off from IBM, has seen its stock rise nearly 12% over the past 30 days but recently dipped 3.77% in the last 10 days, possibly creating a buying opportunity. Analysts forecast a 12.85% ups...
