Interview: HCLTech's CTO on how AI is changing software services [Yahoo! Finance]
International Business Machines Corporation (IBM)
Last international business machines corporation earnings: 4/20 04:08 pm
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Source: Yahoo! Finance
If you take some data points from how Google or Microsoft are thinking, for example, this is probably the first year where Google has more capital expenditure than operational expenditure. They are putting a lot more into facilities, into power purchase agreements, into running data centres efficiently. So, that gives us a directional view of where the market is going: Generative AI, that's where the tech industry is investing. Chip-makers are broadly investing there as well. Given this expansion, it's critical for us to work with an ecosystem of partners in the AI space, across the stack. We work with partners at the chip level - AMD, Nvidia, Intel - we work with the hyperscalers and IBM as well, and HP too is starting to play that market. We also work with private AI stack players like a Dell and HPE building solutions there. And finally, with the hyperscalers and more AI partnerships that we are building to have access to LLMs and that kind of technology. Across the stack, at
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