Business · 1h ago
IBM Blames AI for Delayed Software Deals, Not Lost Revenue
IBM reports that enterprise customers postponed major software purchases as hardware budgets were redirected to AI infrastructure. The company insists deals are delayed, not canceled, and expects a rebound. This reflects broader industry trends where AI spending is crowding out traditional IT investments.
Meridian48 take
IBM's framing conveniently sidesteps whether AI-driven budget shifts will permanently reshape enterprise software buying patterns.
ibmenterprise-software