AI companies are spending billions on data centers in the race to AGI. IBM CEO Arvind Krishna has some thoughts on the math behind those bets. Data center spending is on the rise. During Meta's recent ...

“We’re still in the early innings of enterprise AI adoption — the players are on the field, but the game is just beginning. If you’re not playing now, you’ll miss it entirely,” says IBM CEO Arvind ...

Several companies have signaled AI is replacing human employees and enabling workforce reductions, including HP, IBM, and ...

IBM's CEO walked through some napkin math on data centers— and said that there's "no way" to turn a profit at current costs. "$8 trillion of CapEx means you need roughly $800 billion of profit just to ...