Browsing Tag
IBM
160 posts
IBM targets enterprise AI production gap with new Red Hat managed services
AI pilots are easy. Production inferencing is messy. IBM’s Red Hat cloud push targets the enterprise gap rivals also want.
IBM stock faces a new AI question as Dallara tests faster aerodynamic design models
Race cars need faster design cycles. IBM and Dallara are testing whether physics-based AI can compress simulation from hours to minutes.
IBM, AWS, and Microsoft face $195bn sovereign cloud rules built to cut them out
Sovereign cloud is a $195bn market in 2026 and governments are writing procurement rules that hyperscalers were not built to meet. Who wins and who adapts?
Arvind Krishna makes the case that AI complexity is IBM’s opportunity: Q1 2026 strategy in full
IBM CEO Arvind Krishna's Q1 2026 vision: AI governance, data sovereignty, mainframe acceleration, and the Confluent bet explained. Read IBM's full strategic case here.
IBM (NYSE: IBM) beats Q1 revenue with $15.9bn but holds guidance, shares fall 6.7% after hours
IBM beats Q1 2026 revenue at $15.9bn with 11% software growth and 51% IBM Z surge, but a guidance hold triggers a 6.7% after-hours sell-off. Read the full analysis.
OpenText (NASDAQ: OTEX) looks cheap, but what is the next catalyst?
OpenText Corporation (NASDAQ: OTEX) heads into a CEO transition and May 7 earnings. See the catalyst, risks, valuation, and retail investor setup now.
$DVLT just dropped $750m in Q1 contracts. Here’s what’s actually at stake before earnings.
Datavault AI (NASDAQ: DVLT) signed USD 750M in Q1 2026 tokenisation contracts. Here's what it means for the USD 200M target and the 13 May earnings date.
IBM and ETH Zurich launch 10-year algorithm research initiative for the AI and quantum era
IBM and ETH Zurich launch a 10-year algorithm research initiative for AI and quantum computing. Read what this means for enterprise tech strategy.
IBM and ElevenLabs bring enterprise-grade voice AI to watsonx Orchestrate, targeting regulated sectors at scale
IBM integrates ElevenLabs voice AI into watsonx Orchestrate with HIPAA and PCI controls, targeting healthcare, banking, and government. Read the full analysis.
IBM deploys agentic AI at the 90th Masters Tournament to reshape golf’s digital fan experience
IBM deploys watsonx agentic AI at the Masters Tournament, powering archive search and shot analysis. Read what it means for enterprise AI and the IBM stock thesis.