The Energy & Sustainability Supplement
A sustainable future for data centers
News - Cloud & Hyperscale, IBM
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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IBM infrastructure revenue bounces back after Q2 drop
CEO Arvind Krishna emphasizes the sovereign AI "tailwind" he foresees
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IBM and Together AI sign $240m Nvidia HGX B300 cloud deployment deal
Cluster expected to go live in Q1 2027
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IBM CEO: Z revenue is "deferred not destroyed"
IBM executives attempt to assuage concerns after poor quarterly performance
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IBM releases preliminary results for Q2 2026, sees shares drop by more than 20 percent
CEO Arvind Krishna writes letter to investors to explain "performance shortfall"
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IBM unconcerned about memory shortage impact on company supply chain
Continues seeing progress in infrastructure segment
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Australian Taxation Office signs AU$104.8m contract for IBM z17 mainframe
Home Affairs department also signs AU$35m for non-mainframe IBM deal
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IBM's mainframe business sees highest annual revenue in 20 years
z17 system sees strongest first three quarters in two decades
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All England Lawn Tennis Club renews cloud and AI partnership with IBM
Signs new multi-year contract
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IBM's CEO says there's "no way" for gigawatt data centers to turn a profit
Krishna remains doubtful on trillion-dollar AI buildout
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Wasabi launches storage offering for AI workloads and new region
Region launched in partnership with IBM Cloud
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Bharti Airtel taps IBM for Airtel Cloud offering
Also adds new locations
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IBM reaps benefits from growing hyperscaler AI capabilities and capacity - CFO
Big Blue riding the AI "growth vector"
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Groq and IBM partner to boost delivery of agentic AI capabilities
IBM customers can now access GroqCloud via IBM watsonx Orchestrate
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AI research and product company Zyphra signs deal for large AMD MI300X cluster on IBM Cloud
Will be used to train "frontier" multimodal foundation models
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IBM Cloud suffers outage spanning 10 regions
Resolved within two and a half hours
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IBM mainframe revenue up 67%, though software sales disappoint
Big Blue pulls in $17 billion for the quarter across the whole company
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IBM launches new LinuxONE server with Telum II chips
And more news from IBM
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IBM saw 15 federal contracts canceled by DOGE during Q1 2025
Company loses $100 million in future payments but downplays impact in earnings call
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Intel's Gaudi 3 AI chips now available on IBM Cloud
Chips offered from IBM's Frankfurt and Washington DC regions
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IBM wins court battle with LzLabs over mainframe trade secrets
Big Blue's claim that its IP was stolen is upheld
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IBM shares jump on strong earnings
Big Blue's revenue for Q4 comes in at $17.6bn, bringing the year's revenue to $62.8bn overall
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IBM will train new Granite models on CoreWeave's AI infrastructure
CoreWeave will provide access to Nvidia GB200 clusters to IBM
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IBM adds watsonx service to IBM Cloud in Australia and New Zealand
Will be available from IBM's Sydney data center
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IBM Cloud to add AMD Instinct MI300X GPUs in 2025
Another cloud adds AMD's GPUs to its offering
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IBM nears deal for access to AWS GPUs
Companies reportedly negotiating $475 million agreement
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IBM Q3 2024 results fail to meet analyst expectations
Blow softened by performance in software business
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IBM Cloud adds Nvidia H100 GPUs
Big Blue is the latest cloud provider to add H100s to the mix
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Huawei wins $3m cloud computing contract from United Bank for Africa
IBM faces competition in Nigerian banking sector