News for hackers. Stuff that matters.

A comment on IBM CEO says there is 'no way' spending on AI data centers will pay off. Parent comment

Re:IBM CEO says there is 'no way' spending on AI data center... by kelnos on Wednesday December 03, 2025 @04:53AM (#46132522)
IBM isn't failing, though. They're a profitable company with healthy margins, and enterprises continue to hire them for all sorts of things, in large numbers.
[ Parent | on HN ]
Re:IBM CEO says there is 'no way' spending on AI data center... by Aperocky on Wednesday December 03, 2025 @10:02AM (#46135279)
So now it makes more sense why they think the AI spending will/need to fail.

Because if it didn't, that's a direct replacement of them.

[ Parent | on HN ]
Re:IBM CEO says there is 'no way' spending on AI data center... by jojobas on Wednesday December 03, 2025 @06:07PM (#46141547)
AI replaces nothing. A consultant or developer is not replaced with AI, he becomes more powerful with AI. An IBM consultant with AI is still way ahead of Johnny Startup with AI.
[ Parent | on HN ]