Forwarded from BUYagra
- #IBM 시간외 +7%, 4Q매출 기대치 상회 특히 AI플랫폼 Wateonx의 매출이 QoQ 2x 성장했다고 언급!!! + ‘24 FCF 확대 전망에 급등!!!
아
정말 Watsonx의 매출성장은 고무적이네요👍👍
IBM also said its book of business for WatsonX and other generative AI offerings doubled in the fourth quarter from the third quarter. IBM last quarter said AI-related business was in the “low hundreds of millions of dollars,” which would suggest the total now would be double that, or about $400 million. Krishna said about a third of its AI business comes from software sales, with two-thirds from its consulting business.
아
정말 Watsonx의 매출성장은 고무적이네요👍👍
IBM also said its book of business for WatsonX and other generative AI offerings doubled in the fourth quarter from the third quarter. IBM last quarter said AI-related business was in the “low hundreds of millions of dollars,” which would suggest the total now would be double that, or about $400 million. Krishna said about a third of its AI business comes from software sales, with two-thirds from its consulting business.