Deirdre Bosa(@dee_bosa):IBM risks getting squeezed from both sides by AI. 1) IT budgets moving to AI infrastructure 2) AI could now cut software & consulting spend Anthropic research showed where this was headed over a year ago. 37% of Claude use was computer/math work (coding, debugging and databases closely tied to IBM), nearly 4x any other category.

2026.07.14 17:07

IBM risks getting squeezed from both sides by AI. 1) IT budgets moving to AI infrastructure 2) AI could now cut software & consulting spend Anthropic research showed where this was headed over a year ago. 37% of Claude use was computer/math work (coding, debugging and databases closely tied to IBM), nearly 4x any other category.

Sonali Basak@sonalibasak

2026.07.14 11:09

Brutal showing by IBM. The direct acknowledgment that clients have shifted AI capex spend toward core infrastructure — the question is how long the “reprioritization” lasts.