IBM CEO Arvind Krishna and Fitch Ratings are separately questioning the wisdom of trillions of dollars in planned data center spending by the world’s largest tech companies, adding a pair of credible ...

IBM's CEO walked through some napkin math on data centers— and said that there's "no way" to turn a profit at current costs. "$8 trillion of CapEx means you need roughly $800 billion of profit just to ...

Market opportunities in data center migration include rising demand due to cloud adoption, regulatory compliance, and cost predictability needs. Trends driving growth involve AI-driven orchestration ...

IBM is betting $11 billion that real-time data infrastructure will become as critical to AI deployments as databases were to enterprise applications. The company's just-announced acquisition of ...

IBM is buying data infrastructure company Confluent for $11 billion in cash in a bid to bolster its data and automation products as ever more companies move their tech operations to the cloud and ...

If today's AI data centers are blazing "powder kegs" of heat, IBM was the visionary that prepared the "fire extinguisher" half a century ago. While Nvidia's top chips now require water cooling to ...

IBM is introducing IBM Sovereign Core, the industry's first AI-ready sovereign-enabled software for enterprises, governments, and service providers to build, deploy, and manage AI-ready sovereign ...

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