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Mainframe

All articles tagged with #mainframe

technology1 hour ago•3 min saved

IBM Debuts Dual-ISA Mainframe Core to Run Z and Arm Apps on One Chip

IBM unveiled a next-generation Z chip with a native dual-ISA core that can execute Z and Arm software on the same silicon, featuring 11 Z cores at over 5.7 GHz on a 2nm process, large caches (36 MB L2, 432 MB L3, and L4 up to 3.5 GB), and on-chip accelerators plus a DPU for I/O, AI, crypto, and more. The design supports running Linux workloads via KVM/OpenShift beside Z workloads, enabling Arm software to run adjacent to traditional mainframe tasks; tape-out is underway, with commercial availability expected years down the line, and no immediate OS expansion beyond Arm and Z planned yet.

via Wccftech|

#arm #dual-isa #ibm-z

business1 month ago•2 min saved

IBM trims 2026 outlook as AI-driven productivity push pins hopes on margins

IBM's Q2 2026 results missed consensus even after lowering its full-year growth target; revenue was $17.16B and adjusted EPS $2.93, both shy of expectations, with 1% revenue growth YoY and net income of $2.17B. Management cut 2026 constant-currency revenue growth to 4-5% (from above 5%) while aiming for about $1B more in free cash flow. The miss came from weaker Z mainframe and transaction-processing software sales, triggering a 25% one-day stock drop—the steepest on record. Segment results were soft in infrastructure (-7%) and mainframe (-42%) but software grew 5% to $7.76B; consulting was flat. IBM also signed a letter of intent to build a U.S. quantum chip foundry and launched the Bob AI coding tool used by 80,000 employees as it touts productivity gains from AI to boost margins and cash flow.

via CNBC|

#ai #business #earnings

business1 month ago•9 min saved

IBM’s 25% Drop Triggers Fresh Turnaround Plans for a Mainframe Giant

IBM’s stock tumbled about 25% after a pre-announced quarter, wiping out roughly $70 billion in market value, as its infrastructure business—including legacy mainframes—failed to meet expectations amid a broader shift of IT spending toward AI-related hardware and software. Barron’s notes management blamed execution gaps, while analysts questioned whether the mainframe moat can hold against AI disruption and whether IBM can accelerate organic software growth through acquisitions and tighter execution. The episode signals a renewed need for IBM to reinvent itself once again and manage investor expectations around a potentially slower growth path.

via Barron's|

#ai #business #ibm

business1 month ago•12 min saved

IBM’s stock buried in the penalty box after 25% drop

IBM shares plunged about 25% after warning Q2 sales of $17.2 billion and non-GAAP EPS of $2.93 vs estimates, citing a weaker mainframe performance and a software stack shortfall tied to the z17 launch. Analysts say the stock will likely stay in the 'penalty box' for quarters as client capex shifts toward servers and memory amid cybersecurity concerns; a multi-quarter comeback is needed, though there was a slight premarket uptick.

via Yahoo Finance|

#business #ibm #mainframe

business1 month ago•16 min saved

IBM stock dives after surprise Q2 warning tied to mainframe delays

IBM warned of weaker Q2 results: sales of about $17.2 billion versus estimates of $17.85 billion and non-GAAP EPS of $2.93 vs. $3.02, blaming delays in the z17 mainframe launch, shortfalls in the software stack, and a client capex shift toward servers and storage amid supply constraints and cybersecurity concerns. The warning sent IBM shares down roughly 23–24% in premarket trading, marking one of its sharpest one-day declines in decades.

via Yahoo Finance|

#business #cybersecurity #earnings-warning

technology6 months ago•7 min saved

IBM's Mainframes Get a Real-Time AI Makeover

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.

via The Motley Fool|

#ai #cloud-computing #ibm