IBM's Mainframes Get a Real-Time AI Makeover
TL;DR
IBM’s mainframe unit posted its best Q4 in over 20 years, with the z17 AI-accelerated system delivering real-time inferences (up to 450 billion per day, ~1 ms latency) and driving a 61% YoY revenue gain; IBM is also marketing Spyre accelerators and foresees enterprise AI workloads shifting toward private data centers or clouds, underpinning a forecast of at least 5% total revenue growth in 2026 and stronger free cash flow as mainframes remain a core pillar of its AI strategy.
- This 'Outdated' IBM Technology Just Did Something It Hasn't Done in 20 Years The Motley Fool
- IBM's mainframe business sees highest annual revenue in 20 years Data Center Dynamics
- IBM Sales Rise 12% as Customers’ Appetite for AI Grows The Wall Street Journal
- Bank of America resets IBM price target after earnings thestreet.com
- IBM jumps 8% on earnings beat CNBC
Want the full story? Read the original reporting
Read on The Motley Fool