The leaders of AMD and IBM are looking at the same artificial intelligence boom and seeing something very different from a speculative bubble. They see a once in a generation infrastructure buildout ...
IBM has agreed to acquire data-infrastructure company Confluent in an all-cash deal valued at about $11 billion. The agreement values Confluent at $31 per share ...
Investors are racing to pour unprecedented sums into artificial intelligence infrastructure, but the basic economics are starting to look strained. IBM chief executive Arvind Krishna is now warning ...