# After shocking quarter, IBM insists that AI isn't killing the mainframe

Published: 2026-07-22 · Updated: 2026-07-22 · Category: Other

Source page: https://www.sipply.dev/story/after-shocking-quarter-ibm-insists-that-ai-isnt-killing-the-6eca5a38 · 中文: https://www.sipply.dev/zh/story/after-shocking-quarter-ibm-insists-that-ai-isnt-killing-the-6eca5a38

## Summary

IBM has recently faced significant financial challenges, reporting disappointing earnings that led to a 25% drop in its stock value. A major factor in this decline was a staggering 42% decrease in their mainframe business, as customers are increasingly choosing to invest in alternative hardware solutions amid the rising costs associated with the AI boom. Despite these challenges, IBM has publicly stated that AI is not responsible for the decline of the mainframe, emphasizing its ongoing commitment to this segment of their business.

## Key takeaways

- IBM's mainframe business has seen a significant decline, impacting overall earnings.
- The company attributes the drop to shifting customer investments towards AI-related hardware.
- IBM is maintaining its position on the relevance of mainframes despite financial setbacks.

## Why it matters

The situation highlights the challenges traditional tech companies face as they adapt to the rapidly evolving AI landscape. It raises questions about the future of legacy systems in an era dominated by new technologies.

- **Product managers:** Product managers should note the shifting market dynamics and customer preferences, as they may need to pivot strategies to align with emerging technologies and customer needs.
- **Developers:** Developers should be aware of the potential decline in mainframe technology, which may affect job opportunities and the relevance of skills related to legacy systems.
- **Students and job seekers:** Students and job-seekers should consider focusing on skills related to modern technologies, as the demand for expertise in AI and alternative hardware solutions is likely to grow.

## Sources

- [After shocking quarter, IBM insists that AI isn't killing the mainframe](https://techcrunch.com/2026/07/22/after-shocking-quarter-ibm-insists-that-ai-isnt-killing-the-mainframe) (TechCrunch AI, 2026-07-22)

## 中文

### 在震惊的季度后，IBM坚称AI并未杀死大型机

IBM最近面临重大财务挑战，报告令人失望的收益，导致其股价下跌25%。主要原因是其大型机业务下降了惊人的42%，客户越来越倾向于投资替代硬件解决方案，因应与AI繁荣相关的成本上升。尽管面临这些挑战，IBM公开表示AI并不是大型机衰退的原因，强调其对这一业务领域的持续承诺。

**要点：**

- IBM的大型机业务显著下降，影响整体收益。
- 公司将下降归因于客户投资向与AI相关的硬件转移。
- 尽管财务遭遇挫折，IBM仍坚持大型机的相关性。

**为什么重要：** 这一情况突显了传统科技公司在适应快速发展的AI环境中面临的挑战，并引发了关于在新技术主导的时代遗留系统未来的疑问。

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