Ibm

AKA ibm

IBM is making significant strides in chip technology, developing a new mainframe chip that can execute both Arm and Z instructions concurrently on the same cores. This innovation is complemented by advancements in AI chip design, including a sub-1nm 'nanostack' 3D architecture promising substantial gains in performance and energy efficiency. The company is also focusing on scaling quantum computing through advanced cryogenic systems, indicating a broad push across multiple advanced hardware fronts.

The company is actively pursuing AI infrastructure and software, evidenced by a substantial $240 million deal with Together AI for cloud deployment and a strategic focus on an 'operating model' for enterprise AI control. However, IBM faces challenges, including active attacks on its agentic AI platform requiring urgent patching and a recent significant stock decline attributed to a shift in customer spending towards AI infrastructure, impacting software deals.

IBM's strategic direction is increasingly centered on AI, influencing its hardware and software offerings. While new chip designs and AI partnerships signal growth potential, the company is navigating a complex market where a panic around AI hardware has impacted mainframe sales and overall stock value. Simultaneously, IBM is being positioned as a potentially cost-effective alternative for enterprise IT modernization, such as for VMware users considering mainframe migration.

Last updated September 6, 2026

Coverage

IBM's new mainframe chip will enable Arm and Z workloads to run simultaneously on the same cores, enhancing processing flexibility and efficiency for diverse workloads.
IBM has developed a new chip capable of simultaneously executing both Arm and Z instructions, enhancing processing capabilities.
IBM is developing advanced cryogenic systems with 'tunnels' to facilitate the scaling of quantum computers.
IBM and Together AI have signed a $240 million deal with Nvidia for a cloud deployment of HGX B300 systems, expected online in Q1 2027.
Together AI has secured a $240 million deal with IBM Cloud, signaling a significant partnership aimed at advancing artificial intelligence development and deployment.
IBM's agentic artificial intelligence platform is currently experiencing active attacks, prompting urgent calls for users to apply available patches to mitigate security vulnerabilities.
IBM's shift in customer spending towards AI infrastructure has led to delayed software deals and a significant 23% drop in its share price.
IBM's mainframe sales have significantly declined, reportedly due to a panic surrounding AI hardware, leading to a substantial drop in the company's stock value.
An IBM AIX System Administrator has developed a free, self-hosted learning platform for AIX and Linux, featuring articles, roadmaps, quizzes, and progress tracking, and is seeking community feedback on its usability and content.
Qualcomm, OpenAI, and IBM are addressing AI infrastructure efficiency through acquisitions, chip development, and new transistor designs to reduce energy and cost impacts.
IBM has announced a significant chip advancement with its new sub-1nm 'nanostack' 3D architecture, promising up to 50 percent more performance or 70 percent greater energy efficiency.
IBM is advancing AI chip design with its NanoStack transistor platform, which promises enhancements in AI performance, memory density, and energy efficiency by enabling chip scaling beyond current nanosheet technology.
IBM is focusing on an 'operating model' approach, anticipating that the future of enterprise AI will be defined by the software layer connecting models and infrastructure rather than the models and hardware themselves.
According to Gartner Vice President Analyst Alessandro Galimberti, migrating to an IBM mainframe could be more cost-effective for VMware users than adopting Broadcom's new licensing, despite potential risks associated with vendor lock-in and skill challenges.
IBM and Arm are collaborating to enable Arm-based workloads within IBM systems, expanding the capabilities for running artificial intelligence computations in regulated enterprise environments.
IBM's inability to adapt its mainframe architecture to the client-server model demonstrates how market evolution can create a different computing paradigm, leaving established hardware providers behind if they cannot retrofit their foundational technologies.
An IT professional observes with dismay that major configuration management tools like Salt, Puppet, and Chef have transitioned under corporate ownership (Broadcom, Perforce, AI firms), leading to concerns over future licensing demands, prompting a search for viable, enduringly free alternatives like Ansible or Capistrano.
IBM plans to acquire Confluent in an $11 billion transaction aimed at enhancing data handling capabilities within complex hybrid cloud environments.
The CEOs of IBM and ratings agencies have issued warnings regarding the sustainability and outlook of current spending levels on AI-driven data center buildouts.
Executives at IBM and major credit rating agencies have issued warnings regarding the escalating capital expenditures associated with artificial intelligence driven data center buildouts.