IBM warned that AI infrastructure spending is reshaping enterprise IT budgets, contributing to a historic stock selloff. The company flagged rising uncertainty around software demand as customers reallocate spend toward AI infrastructure rather than traditional software. The update is likely to pressure IBM’s near-term sentiment and may move the software/IT-services complex on perceived demand risk.
IBM warned that AI infrastructure spending is reshaping enterprise IT budgets, contributing to a historic stock selloff. The company flagged rising uncertainty around software demand as customers reallocate spend toward AI infrastructure rather than traditional software. The update is likely to pressure IBM’s near-term sentiment and may move the software/IT-services complex on perceived demand risk.
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