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IBM clarifies that recent declines in software deal closures were driven by budget reallocation toward AI infrastructure rather than a loss of customer interest. This shift highlights the current market dynamic where capital is being absorbed by compute and model deployment, temporarily slowing broader enterprise software adoption. The finding suggests that demand remains intact but is currently prioritizing foundational AI capabilities over traditional SaaS upgrades.
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Surse care acoperăThe Register, The Verge
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IBM insists AI didn't kill software deals, just delayed them
The Register1 min de cititArticolul și perspectiva sunt în engleză.
Big Blue says customers postponed rather than abandoned major purchases as hardware soaked up enterprise budgets
Citește articolul complet pe The Register
