IBM warned that tech budgets are shifting as AI spending expands, potentially displacing spend in other technology categories. It also noted security spending is rising as firms respond to AI-driven cybersecurity threats. Net impact is a cautious outlook for broader tech demand mix, partially offset by strength in security-related budgets.
IBM warned that tech budgets are shifting as AI spending expands, potentially displacing spend in other technology categories. It also noted security spending is rising as firms respond to AI-driven cybersecurity threats. Net impact is a cautious outlook for broader tech demand mix, partially offset by strength in security-related budgets.
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