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Company

IBM

Filtered to Controversies ×
565 articles stable

Q2 revenue rose just 1% to $17.2B as IBM expanded its AI-cloud and quantum agenda while core infrastructure and Z mainframe sales fell.

Who they are

IBM appears in this coverage as an enterprise technology company balancing longstanding infrastructure and mainframe businesses with hybrid cloud, AI and quantum-computing initiatives. Red Hat is central to its hybrid-cloud history, while the most recent stories place IBM Cloud, Nvidia systems and open-source-model inference alongside a push to deepen its quantum hardware capabilities.

The recent arc

Coverage accelerated through late 2025 and into 2026, reaching its recent high in 2026Q2. That period paired heightened investor and policy attention to quantum computing with operating concerns: the US Commerce Department's planned $2 billion quantum grant package was set to include $1 billion for IBM, and IBM shares rose 12% in the subsequent quantum-stock rally.

The tension

The coverage centers on whether IBM can turn its enterprise base into a durable platform for AI and quantum computing fast enough to offset pressure in legacy businesses. Its Q2 results showed infrastructure revenue down 7% and Z mainframe revenue down 42%, while Anthropic's account of Claude Code automating parts of COBOL modernization sharpened the question of how AI may reshape demand around IBM's traditional estate. IBM is responding through partners and hardware: Together AI and Nvidia in cloud inference, and HRL's electron-spin circuits in quantum systems.

Why it matters

IBM's trajectory is a test of whether an incumbent enterprise supplier can use cloud infrastructure, open-source AI workloads and quantum R&D to build new growth engines while managing a weakening mainframe cycle. The Together AI agreement and HRL acquisition point to a more vertically connected technology strategy, but the latest results and reduced 2026 forecast leave the pace and commercial payoff uncertain.

IBM's coverage declined from steady 15-22 articles per quarter in 2015-2017 to single digits through most years, with a resurgence starting in 2023 driven by quantum computing breakthroughs and AI infrastructure positioning. The December 2025 acquisition of Confluent for $11B and quantum networking partnerships with Cisco signal IBM's bet on becoming enterprise AI plumbing rather than a consumer brand. Lou Gerstner's death in December 2025 reminded tech press of IBM's 1990s turnaround, when market value rose from $29B to $168B under his tenure, a scale of transformation that current CEO Arvind Krishna's quantum and hybrid cloud strategy has yet to replicate. The company's biggest coverage moment in the corpus remains the 2018 Red Hat acquisition valued at $34B, which generated 51 related articles and positioned IBM for its current cloud infrastructure play.

IBM has appeared in 565 articles since 2005-10. Coverage peaked in 2023Q4 with 19 articles. Frequently mentioned alongside Microsoft, Google, Apple, Watson.

Articles
565
mentions
Velocity
-6.2%
growth rate
Acceleration
-0.517
velocity change
Sources
192
publications
IBM's $240M Bet Puts Its Name on the Door
IBM’s $240 million agreement with Together AI will put open-model inference on Nvidia HGX B300 systems inside IBM Cloud. It also shows cloud incumbents becoming...
Nvidia Reaches From AI Routing to a $500B Buildout
Nvidia released a 30B-parameter MoE model claiming up to 4× faster output and an agentic router. Reports that Nvidia, Apollo, BlackRock and others were working ...
IBM Faces a 20,000× Quantum Integration Test
IBM’s Starling roadmap targets 20,000× today’s quantum compute by 2029. Its planned HRL acquisition, AMD control work and 2030 Cisco network proof map the stack...
AI Models Multiplied. ASML Raised the Floor
ASML lifted 2026 guidance to €43B–€45B as Kimi K3 and Inkling widened model access, New York constrained data-center permits, and Europe challenged Android defa...
The AI Race Moved Outside the Model
Hassabis proposed up to 30 days of prerelease review as Kimi K3 launched with 2.8T parameters and Inkling activated 41B of 975B; distribution, chips, permits an...

Coverage Timeline

2026-09-09
Scientific American 46 related

Mathematician Tristan Buckmaster alleges OpenAI learned of his work with Anthropic's Levent Alpöge on Navier-Stokes and then used an internal model to solve it

A mathematician compared the feat to the history-making chess competition in which IBM's Deep Blue computer beat Garry Kasparov in 1997

2026-09-08
Scientific American 43 related

Mathematician Tristan Buckmaster alleges OpenAI learned of his work with Anthropic's Levent Alpöge on Navier-Stokes and then used an internal model to solve it

A mathematician compared the feat to the history-making chess competition in which IBM's Deep Blue computer beat Garry Kasparov in 1997

2026-06-22
Bloomberg

S&P and IBM: 22.4% of global cyberattacks in 2024 hit Japan, the most targeted country, as it tries to improve its legacy IT systems against AI-powered threats

Masayoshi Son isn't known for understatement.  So when the SoftBank Group Corp. founder gathered business leaders in Tokyo to warn of the …

2025-02-26
TechCrunch 5 related

Lasso: 20,000+ once-public GitHub repositories from Microsoft, AWS, Google, IBM, Tencent, and 16,000+ other companies are still accessible via Copilot

Security researchers are warning that data exposed to the internet, even for a moment, can linger in online generative AI chatbots …

2024-12-03
Bloomberg

Sources and docs: troubled IT firm Atos is largely responsible for issues delaying the rollout of the EU's automated biometric Entry/Exit border system to 2025

www.bloomberg.com/news/article... Iain Martin / @iainmartin : “the documents show how Atos effectively slowed work by only partially installing [the EU's new smart border] equipment, misplacing parts....

2024-08-07
CNBC 28 related

Microsoft says Delta, which said it had to manually reset ~40K PC servers because of CrowdStrike, had “not modernized its IT infrastructure” and refused “help”

says airline refused help following CrowdStrike outage, and even ignored an email from Satya Nadella himself Jak Connor / TweakTown : Microsoft responds to Delta's threats over $500 million CrowdStrik...

2024-05-19
Wall Street Journal

Training AI on stereotypical facial expressions is bound to mislead because scientific evidence indicates that there are no universal expressions of emotion

Lisa Feldman Barrett / Wall Street Journal : Bluesky: @tylerking.bsky.social . X: @carnage4life , @naimulkhan , and @lfeldmanbarrett LinkedIn: Dr. Jeffrey Funk , Rafael Brown , and Charles L Mauro Bl...

2024-05-18
Wall Street Journal

Training AI on stereotypical facial expressions is bound to mislead because scientific evidence indicates that there are no universal expressions of emotion

Training algorithms on stereotypical facial expressions is bound to mislead.  —  Imagine that you are interviewing for a job. X: @carnage4life , @naimulkhan , and @lfeldmanbarrett LinkedIn: Dr. Jeffre...

2024-03-03
Wall Street Journal

How quick fixes and old code in systems compound technical debt and raise hacking risks, requiring an estimated $1.52T to fix and costing the US $2.41T per year

Old code piles up and raises the risk of hacks and other breaches, even on new devices.  Our compounding ‘technical debt’ X: @lessin and @humancell LinkedIn: Vincent Delaroche , Alan Balutis , Donald ...

2024-02-21
SiliconANGLE 13 related

IBM: hackers are finding more opportunities to log in via legitimate credentials, rather than hacking into networks; info-stealing malware grew 266% YoY in 2023

IBM's annual X-Force Threat Intelligence Index report released today highlights an emerging global crisis in identity …

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Quarterly Coverage

Top Sources

Narrative

IBM has appeared in 762 tech news articles since October 2005, making it one of the most-covered entities in the archive. The biggest stories include Apple and IBM partner to develop iOS enterprise apps and cloud services, tailor AppleCare... and Shares of quantum computing companies surged Thursday after the US government announced.... Frequently covered alongside Microsoft, Google, Watson, International Business Machines Corp., and Amazon. Coverage has shifted toward enterprise, consumer themes and away from funding, research.

Key Moments

2024Q2developer +21pts; consumer +7pts; research +21pts
2024Q3enterprise -6pts; developer -21pts; funding -10pts
2024Q4enterprise +53pts; safety +25pts; consumer -11pts

Relationships

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