The AI Ennui: IBM's Krishna Tries to Calm Fears, But What's at Stake? IBM CEO Arvind Krishna's attempt to reassure investors about the impact of artificial intelligence on his company's software unit falls short.
The stakes are high, and the landscape is shifting rapidly. Krishna claims that only 2% of IBM's software can be replaced by AI models. However, this assertion raises more questions than answers.
What exactly does this percentage mean in real terms? Is it a reference to revenue streams or simply code lines? IBM's software business is not immune to the AI wave.