Browsing Tag
IBM
179 posts
Colder than deep space: How IBM’s linked quantum fridges reshape the Starling timeline
IBM joined two cryogenic modules below 15 millikelvin, advancing its 2029 Starling target as Nighthawk quantum processors head into the system this year.
IBM’s $292m gross-profit paradox: One division erased more than Software and Consulting gained
IBM (NYSE: IBM) grew second-quarter revenue by 1.1%, but infrastructure erased 105.8% of the gross-profit gains generated by software and consulting, leaving the group with lower gross profit and a harder second-half cash-flow test.
Boardwalktech reports fiscal 2026 revenue drop as AI platform build-out completes
Boardwalktech's FY26 revenue fell 25% to $3.6 million as cash thinned to $140 thousand, with the completed AI platform now facing a decisive FY27 test.
Rigetti Computing deepens HPE and Pittsburgh Supercomputing Center partnership with NSF-backed TangleLab quantum testbed
Rigetti anchors NSF-funded TangleLab with HPE and PSC, but the 2027 build-out and Cepheus commercial traction will decide the rerating case.
Inside the quantum foundry race behind IBM’s move for HRL Laboratories
IBM agrees to acquire HRL Laboratories for silicon-spin qubits days after cutting guidance. Closing is targeted for the end of the third quarter of 2026.
IBM Q2 2026: Software growth holds as mainframe drop and 4-5% guide cap rebound
IBM Q2 2026 confirms the pre-announcement, rebases full-year growth to 4-5% and leaves the mainframe cycle and H2 software deal conversion as the swing factors.
IBM Power S1112 lands as the entry point for on-prem AI inference at IBM i shops
IBM (NYSE: IBM) launches Power S1112 server, Autonomous Operations AI agent and Bob Premium for IBM i one day after the disappointing Q2 update.
IBM just lost nearly $68bn in value. Did the market overreact?
IBM stock has crashed after a preliminary earnings miss. The July 22 outlook will reveal whether this is temporary or a deeper AI problem.
IBM (NYSE: IBM) Q2 miss triggers 25% drop as mainframe cycle wrap bites
IBM (NYSE: IBM) drops up to 25% after preliminary Q2 revenue of $17.2bn misses by $660m; Krishna concedes execution slip before the July 22 earnings call.
IBM expands z17 and LinuxONE 5 lineup as NYSE: IBM stock approaches 52-week high
IBM is introducing compact and rack-mounted z17 and LinuxONE 5 systems that could extend its mainframe and enterprise Linux franchise into smaller data centers, artificial intelligence workloads and organizations constrained by space, power and specialist skills.