earnings
122
Big Blue's AI split meanwhile is 80% consulting, 20% software
"Historically, this segment of the market was not widely available to us because of the effort, cost, and risk of modernizing old and complex custom applications"
"Hyperscaler marketplaces [is] where we see larger deal sizes and faster deal cycle times"
Mining heavyweight BHP sees data centre boom lifting commodities, is also deploying drones and digital twins...
"A lot of midstream changes that take a little bit of time to get the hardware actually yielding the percentage [of] healthy and high-quality servers we expect…”
CTO Shyam Sankar: “We are at war with China... it is an economic war, an opium war, a diplomatic war... ”