AI is killing off IBM’s mainframe business

IBM’s latest quarter was hurt by a sharp drop in mainframe sales, and management said the decline came from customers shifting budgets into other data center hardware instead of buying new Z systems now. The company said the AI boom is inflating prices for servers, storage, memory, and PCs, which pushed some planned mainframe purchases out of the quarter. IBM still argued this was a delay rather than a permanent loss of demand, saying it sees no evidence that customers are abandoning the platform.
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