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Kyndryl’s Q2 Earnings Call: Our Top 5 Analyst Questions
StockStory1d agoneutral
Kyndryl’s Q2 Earnings Call: Our Top 5 Analyst Questions

Kyndryl’s second quarter results saw a negative market reaction, as sales declined and missed Wall Street’s revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring IBM hardware and software directly. CEO Martin Schroeter cited positive momentum in Kyndryl Consult and hyperscaler partnerships, but acknowledged that lengthening sales cycles and workforce rebalancing charges weighed on profitability. He

Should IBM’s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?
Simply Wall St.1d agoneutral
Should IBM’s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?

Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi‑year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large‑scale open‑source model inference. By embedding OpenAI’s frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated...

IBM and OpenAI Launch Enterprise AI Partnership With GPT-5.6 Integration
InvestorsHub2d agobullish
IBM and OpenAI Launch Enterprise AI Partnership With GPT-5.6 Integration

IBM (NYSE:IBM) announced a strategic partnership with OpenAI on August 13, 2026, aimed at bringing advanced artificial intelligence models and products into IBM Consulting’s enterprise AI delivery platform. The collaboration will target large-scale deployments across industries including financial services, government, telecommunications and retail, with GPT-5.

IBM Landed A $240M AI Deal. Is That Enough?
Insider Monkey3d agoneutral
IBM Landed A $240M AI Deal. Is That Enough?

IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI’s chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence […]

What Does IBM (IBM) Gain From Its $240 Million AI Infrastructure Deal?
Simply Wall St.3d agoneutral
What Does IBM (IBM) Gain From Its $240 Million AI Infrastructure Deal?

International Business Machines (NYSE: IBM) agreed a multi year partnership with Together AI to build a US$240 million Nvidia powered AI inference cluster on IBM Cloud. The cluster will use Nvidia HGX B300 systems with Blackwell processors and is planned to be IBM Cloud's first dedicated large scale AI inference platform. The infrastructure is expected to be operational by Q1 2027 and is aimed at enterprise customers seeking cost efficient, open source AI capabilities. This kind of AI...