The AI bubble is finally exploding.https://x.com/ReutersBiz/status/2001379369802190967
>>107587111oh nothat sucks
How the fuck are they going to pass the 10 billion on to the next company?
>>107587111>investors are getting the cold feetits starting...
>we need 6 billion
>>107587111maybe don't build on mars next time, dumbshits.
>>107587111It'll take a couple more quarters of the singularity not materialising before investors start asking why the AI companies are still not generating profit.
>>107587111IBM's CEO said all the AI spending will never pay off. It'd take hundreds of billions of profit just to pay, not even the investment itself, but the interest alone. https://www.businessinsider.com/ibm-ceo-big-tech-ai-capex-data-center-spending-2025-12
from where the fuck 10b is coming from holy shit, the dollar is monopoly money
>>107587230Let's pretend that we're not racist for a moment. What does IBM even do these days?
good, glad they're pulling back from the edge. "hyperscaling" and spamming data centers would absolutely destroy the economy
>probably in the next 1 or 2 years, free and local 30b Chinese models will have the same power as claude or gemini have todayFor me, the bubble could burst then.
>>107587257Legacy shit, banks who run on 40 year old programming languages and server architectures.
>>107587257IBM today is a B2B enterprise technology and consulting company. It hasn’t been a consumer-tech brand for decades.What IBM actually does now:1. Enterprise Consulting (largest business)Large-scale IT modernizationCloud migrations for legacy systemsCybersecurity, compliance, and risk managementIntegrating SAP, Oracle, Salesforce, ServiceNow, etc.Multi-year, high-dollar contracts with governments and Fortune 500s2. Hybrid CloudIBM’s core strategy is hybrid, not “everything in AWS”Owns Red Hat, including:Red Hat Enterprise LinuxOpenShift (enterprise Kubernetes)Helps companies run workloads across on-prem, private cloud, and public cloud3. MainframesStill builds and sells IBM Z mainframesUsed by banks, airlines, insurers, and governmentsExtremely reliable, secure, and profitableHandles massive transaction volumes4. Enterprise AIFocused on regulated, business AI—not consumer chatbotswatsonx platform for:Model governanceCompliance and auditabilityOn-prem or private AI deploymentsTargets finance, healthcare, and government use cases5. SecurityThreat detection and SOC servicesIdentity and access managementRegulatory compliance toolingWhat IBM is NOTNot a consumer hardware or software companyNot a public-cloud hyperscalerNot a startup or developer-tool brandBottom line: IBM makes money solving boring, expensive, mission-critical problems for very large organizations where failure is not an optio
>>107587201kek
is the funny money finally drying up?
>>107587550They just need to call the orange retard and he will force the fed to print money.
H200 being okayed for china is the biggest redflag. Remember when US keep lowering the spec that china can get in biden's era? That was under the assumption that whoever get the AI first will win.
>Oracle cloudwho is unironically renting services with Oracle of all providers lmao?
>>107587690They have the cheapest ram vps if you go above 96gb, because no one offers that except major cloud service. It can go up to 2tb ram. You can also have 228 vcpus. which both are insane.There's definitely a market for them
>>107587111>blue owlIsraelis?
>>107587111yeah circular economy does not work, a fucking chatbot will finally kill this worthless company, who could have guessed...good fucking riddance, fuck you larry
>>107588129>2tb ram
>>107587330Thanks, GPT-anon
>>107587257what this clanker said >>107587330but also important to note: they've always been a B2B computer company first and foremost. they only produced consumer computers when it made sense as an extra stream of revenue, and exited that market as soon as it stopped being profitable.
>>107587201
>>107587173I can only offer 271 million.
>>107587111I think in January we are going to see a slaughter as funding dries up
