IBM’s Steady Course Through the AI Frenzy

Often viewed as the steady, if unexciting, titan of the technology sector, IBM’s perceived stability may be its greatest asset in today’s turbulent market. As investor anxiety grows over a potential bubble in artificial intelligence, the company’s leadership is mounting a robust defense of its strategic direction. Could “Big Blue” genuinely represent the safe harbor that Wall Street is beginning to suggest?

From the executive suite, CEO Arvind Krishna has directly addressed mounting fears of an “AI bubble.” Speaking on Wednesday, he drew a parallel to the historical fiber-optic boom, suggesting that while risks exist, the dominant players are still positioned to capture the majority of the long-term Read more...