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IBM

21 stories · 7 sources · updated every week
IBM faces a 42% mainframe revenue collapse, driving a 25% stock plunge and lowered 2023 guidance. Watch for 2028-2029 quantum earnings and the success of new OpenAI and Together AI partnerships in offsetting legacy losses.

Timeline

IBM Taps OpenAI for Enterprise AI Push

TechCrunch

As AI-led attacks multiply, OpenAI launches a new cyber model

TechCrunch

OpenAI Launches GPT-5.6-Cyber with Reduced Safeguards for Exploit Development

The Hacker News

IBM, Together AI Sign $240M Deal for Nvidia AI Cluster

TechMeme

Why Jim Cramer’s quantum panic isn’t rattling bitcoin as price holds steady around $64,000

CoinDesk

IBM CEO says quantum computing will have a 'measurable impact' on earnings by 2028 or 2029

CNBC

Nvidia's Open AI Alliance Excludes OpenAI, Anthropic

Wired

IBM demonstrates three verified quantum advantage cases

New Scientist

Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag

CNBC

Nvidia Leads Open AI Security Alliance, Excludes Top AI Labs

The Verge AI

Silicon Valley Splits Over Chinese Open-Source AI

NYT Tech

US Futures Slip as Big Tech Capex, Soaring Oil Rattle Markets

Google News Business

IBM CEO Pins Transformation Struggles on Culture

Google News Business

After shocking quarter, IBM insists that AI isn’t killing the mainframe

TechCrunch

IBM lowers full-year forecast after earnings warning

CNBC

IBM Cuts Guidance After Q2 Revenue Miss

Google News Business

IBM cuts annual revenue growth forecast, days after warning of shift to AI spending

Globe and Mail Business

The AI rotation stole the spotlight from a strong start to earnings season

CNBC

Burry's Watchlist to Test If IBM's Crash Is Sectorwide

Google News Business

Oppenheimer Downgrades IBM After Q2 Revenue Miss

Google News Business

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