earnings
But AI "monetization is still in early stages and we're experimenting with it"
Grace Blackwell landing means “it just makes more sense to standardise on Arm”
"Triggered a true transformation"
Big Blue's AI split meanwhile is 80% consulting, 20% software
"Historically, this segment of the market was not widely available to us because of the effort, cost, and risk of modernizing old and complex custom applications"
"Hyperscaler marketplaces [is] where we see larger deal sizes and faster deal cycle times"
Mining heavyweight BHP sees data centre boom lifting commodities, is also deploying drones and digital twins...
