The market is questioning whether AI can compress projects that once took years into quarters, potentially reshaping IBM’s consulting economics. That explains the sharp repricing.
However, IBM isn’t standing still. With over $12.5B in generative AI business and Watsonx already supporting COBOL refactoring, the real debate is whether IBM becomes the disruptor — or gets disrupted.
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- glimmzy·02-24 18:45IBM's AI pivot could be a game-changer, mate. Worth a punt if they execute well. [666]LikeReport
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