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8 results for “mainframe”
AI shifts mainframe modernization strategy
Enterprises face strategic uncertainty about mainframe legacy systems, and AI is positioned as a tool enabling hybrid modernization—neither full migration nor full replacement—but the article provides no evidence of deployed solutions, technical specifics, or vendor implementation details.
Jul 28, 2026
IBM's Krishna tries to reassure investors that AI won't disrupt company's software unit
IBM's CEO Arvind Krishna publicly reassured investors that AI adoption will not undermine the company's software business, citing expanding mainframe hardware capacity as a near-term growth driver and projecting software revenue recovery within 12 months.
Jul 24, 2026
IBM attributes mainframe revenue collapse to delays, not destruction
IBM reported a collapse in mainframe revenue, which CEO Arvind Krishna attributed to customer budget reallocations driven by rising server prices—not structural obsolescence or market rejection.
Jul 24, 2026
After shocking quarter, IBM insists that AI isn’t killing the mainframe
IBM's mainframe sales declined sharply, triggering a stock crash, and the CEO attributed the shortfall to AI-driven corporate budget reallocations away from legacy hardware — framing it as a temporary market shift rather than a structural threat.
Jul 23, 2026
IBM reports Q2 revenue up 1% YoY to $17.2B, vs. $17.6B est., infrastructure revenue down 7% to $3.8B, Z mainframe revenue down 42%, and lowers its 2026 forecast (Jordan Novet/CNBC)
IBM reported Q2 2024 revenue of $17.2B (up 1% YoY but missing $17.6B consensus), with infrastructure revenue down 7% and Z mainframe revenue collapsing 42%, prompting a downward revision to its 2026 financial forecast.
Jul 23, 2026
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
IBM reported preliminary financial results that unsettled the software market, with particular implications for its mainframe business — a historically stable but increasingly challenged core revenue source.
Published Jul 15, 2026 · Analyzed Jul 18, 2026
IBM's mainframe sales get mugged by AI hardware panic, stock sheds more than a quarter of its value - The Register
IBM's mainframe business suffered a sharp sales decline amid investor panic over AI hardware investments, triggering a >25% stock price drop.
Jul 15, 2026
IBM teases new rackable mainframes that ‘complete’ the z17 family - The Register
IBM announced new rackable mainframe systems positioned as the final component of its z17 family, signaling product-line completion amid ongoing enterprise infrastructure modernization.
Jul 9, 2026