IBM CEO Arvind Krishna and Fitch Ratings are separately questioning the wisdom of trillions of dollars in planned data center spending by the world’s largest tech companies, adding a pair of credible ...

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 ...

IBM is betting $11 billion that real-time data infrastructure will become as critical to AI deployments as databases were to enterprise applications. The company's just-announced acquisition of ...