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IBM Landed A $240M AI Deal. Is That Enough?
Insider Monkey12h agoneutral
IBM Landed A $240M AI Deal. Is That Enough?

IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI’s chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence […]

What Does IBM (IBM) Gain From Its $240 Million AI Infrastructure Deal?
Simply Wall St.14h agoneutral
What Does IBM (IBM) Gain From Its $240 Million AI Infrastructure Deal?

International Business Machines (NYSE: IBM) agreed a multi year partnership with Together AI to build a US$240 million Nvidia powered AI inference cluster on IBM Cloud. The cluster will use Nvidia HGX B300 systems with Blackwell processors and is planned to be IBM Cloud's first dedicated large scale AI inference platform. The infrastructure is expected to be operational by Q1 2027 and is aimed at enterprise customers seeking cost efficient, open source AI capabilities. This kind of AI...

International Business Machines (IBM), What Is Driving Fresh Attention Today?
Simply Wall St.1d agoneutral
International Business Machines (IBM), What Is Driving Fresh Attention Today?

International Business Machines (IBM) has just completed a CAD 997.11 million fixed income offering of 4.750% notes due August 15, 2034. This provides investors with fresh information on the company’s funding costs and capital structure. See our latest analysis for International Business Machines. The bond issuance comes as International Business Machines shares trade at US$236.31, with the 7 day share price return up 4.42% but the 30 day share price return down 17.82%. The 5 year total...

IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up
24/7 Wall St.1d agoneutral
IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up

Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up

IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster
Reuters1d agoneutral
IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster

IBM and startup Together AI have signed a $240 million multi-year ‌agreement to build a large-scale artificial intelligence ‌cluster on IBM Cloud using Nvidia systems, the companies ​said on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs ‌and weigh concerns ⁠about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process ⁠of running trained AI models to generate responses, has become one of the largest drivers ​of ​demand for computing capacity, ​prompting cloud providers ‌and chipmakers to spend billions of dollars expanding AI infrastructure.

GuruFocus.com2d agoneutral
International Business Machines Corp's Dividend Analysis

International Business Machines Corp (NYSE:IBM) recently announced a total dividend of $1.69 per share, with the ex-dividend date set for 2026-08-10. This includes a $1.69 per share cash dividend payable on 2026-09-10. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

Kyndryl Q1 Earnings Call Highlights
MarketBeat4d agoneutral
Kyndryl Q1 Earnings Call Highlights

Kyndryl (NYSE:KD) reported fiscal first-quarter revenue of $3.6 billion, down 3% from a year earlier on both a reported and constant-currency basis, while maintaining its full-year outlook as it pursues growth in consulting, hyperscaler partnerships and AI-led modernization services. For the quarte

Accenture (ACN) Following UniCredit Deal And IBM Tie Up Has A Valuation Split
Simply Wall St.5d agoneutral
Accenture (ACN) Following UniCredit Deal And IBM Tie Up Has A Valuation Split

Accenture (ACN) is back in focus after UniCredit announced a long term collaboration with Accenture and IBM that includes Accenture acquiring a majority stake in the bank’s technology infrastructure joint venture. See our latest analysis for Accenture. Accenture’s latest banking technology deal comes after a series of AI related client wins, yet the stock tells a mixed story. A strong 30 day share price return of 28.09% contrasts with a weaker year to date share price return of 32.40%, and a...