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Company

IBM

Filtered to Legal & Lawsuits ×
565 articles decelerating

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
-12.5%
growth rate
Acceleration
-0.580
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

2026-06-05
Bloomberg 1 related

Unsealed 2020 lawsuit: ex-IBM VP of threat intelligence alleges that IBM and AT&T concealed foreign cyber breaches to maintain eligibility for federal contracts

International Business Machines Corp. and AT&T Inc.'s computer systems were repeatedly breached by foreign hackers …

2026-06-04
Bloomberg

Unsealed 2020 lawsuit: ex-IBM VP of threat intelligence alleges that IBM and AT&T concealed foreign cyber breaches to maintain eligibility for federal contracts

International Business Machines Corp. and AT&T Inc.'s computer systems were repeatedly breached by foreign hackers …

2025-03-10
Bloomberg

SCOTUS refuses to hear BMC's appeal and revive a $1.6B award against IBM, which was accused by BMC of poaching a client in violation of a licensing agreement

The US Supreme Court refused to revive a $1.6 billion award against International Business Machines Corp., which was accused …

2025-01-02
Reuters 3 related

GlobalFoundries and IBM settle dueling lawsuits claiming that GlobalFoundries breached a contract with IBM and that IBM misused the chipmaker's trade secrets

GlobalFoundries (GFS.O) and IBM (IBM.N) said on Thursday that they have settled dueling lawsuits claiming that GlobalFoundries breached …

2024-12-30
TechCrunch 1 related

The UK's CMA opens an antitrust investigation into IBM's planned acquisition of cloud software vendor HashiCorp; the US FTC has been investigating it since July

The Competition and Markets Authority, the U.K.'s antitrust watchdog, has opened an investigation into whether IBM's planned acquisition …

2024-09-17
Reuters 7 related

A US federal jury finds Zynga infringed on two IBM patents related to web-based communications and orders the game maker to pay $44.9M; Zynga plans to appeal

Blake Brittain / Reuters :

2024-05-01
Bloomberg 1 related

IBM wins a US court decision overturning $1.6B in damages to pay to BMC in 2022 for swapping in its own software while servicing AT&T, a mutual client

2023-11-21
The Wrap 17 related

X files a defamation lawsuit against Media Matters, claiming the outlet “knowingly and maliciously” misrepresented the amount of antisemitic content on X

I wonder which advertisers she expects to be gullible enough to fall for this?  —  [image] Bluesky: Danilo / @danilo.redeem-tomorrow.com : Cannot WAIT for the discovery on this one [embedded post] X: ...

2023-04-20
Reuters 7 related

GlobalFoundries sues IBM for allegedly sharing confidential IP and trade secrets with Rapidus, a Japanese chip consortium working with IBM to produce 2nm chips

2023-04-19
Reuters 1 related

GlobalFoundries sues IBM for allegedly sharing confidential IP and trade secrets with Rapidus, a Japanese chip company that IBM is working with on 2nm chips

Chip manufacturer GlobalFoundries Inc (GFS.O) said on Wednesday it had filed a lawsuit against International Business Machines Corp …

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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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