IBM shares down 23% as clients spend more on hardware and memory chips
21 points by rvz
by kstrauser
1 subcomments
I wonder how true that is, vs customers using AI to port projects off big iron, or to many work that they’d previously outsourced to Big Blue. I suspect it’s only going to get easier to migrate to cheap servers running modern languages, which can’t be great news for companies that highly depend on lock-in.
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