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Re:IBM Announces Strategic Collaboration with Arm by jeswin on Thursday April 02, 2026 @06:53AM (#47612633)
They design their own CPUs, and they sold $15b of hardware last year. Tellum ii in the z17 mainframe is a Samsung 5nm part.

What I don't get however is who'd use their custom accelerators for AI inference.

Re:IBM Announces Strategic Collaboration with Arm by eru on Thursday April 02, 2026 @07:11AM (#47612778)
Anyone who can't get any better AI accelerators elsewhere? Last I heard, these things were sold out for years on end. And anyone who can make one, can sell them.