According to @CNBC, IBM expects quantum to measurably lift earnings by 2028–2029, signaling enterprise-ready use cases and new revenue streams.

According to @CNBC, IBM’s Arvind Krishna said generative AI augments, not disrupts, the software unit, highlighting hybrid cloud and watsonx growth.

According to @CNBC, IBM’s Arvind Krishna said AI spend will shift toward security, lifting cybersecurity stocks and signaling new enterprise budgets.