Browsing Tag
watsonx
25 posts
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.
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.
IBM seals Confluent deal: 6,500 enterprise customers and Apache Kafka’s dominant commercial stack now inside Big Blue
IBM closes $11B Confluent acquisition, adding real-time data streaming to its AI stack. What this means for enterprise AI, competitors, and IBM investors. Read more.
How IBM beat expectations in Q4 2025 with AI, z17, and productivity — and what’s next in 2026
IBM posts record free cash flow, 9% Q4 revenue growth, and $12.5B in AI business. Find out how its software-led strategy is shaping 2026 now.
IBM is betting big on agentic AI—will Enterprise Advantage change how companies build platforms?
IBM launches Enterprise Advantage to help companies build secure, scalable agentic AI platforms. Find out how it could reshape enterprise AI strategy.
Can IA-THLETICS turn Spain into an Olympic powerhouse? Inside the AI platform powered by IBM watsonx
Spain’s athletics federation is using IBM’s AI platform to boost Olympic performance by 2028. Find out how watsonx is reshaping elite training today.
Why IBM’s strong Q3 earnings weren’t enough to stop the stock from falling 6% after hours
IBM beat Q3 expectations and raised guidance, but shares fell 6% after hours. Explore the full story behind the results and what’s next for investors.
Why IBM’s latest mainframe may matter more for AI than any GPU launch this year
IBM unveils its z17 mainframe with the Telum II AI processor and confirms Spyre accelerator availability by Q4 2025. Find out how this reshapes enterprise AI.