# IBM insists AI didn't kill software deals, just delayed them

Published: 2026-07-23 · Updated: 2026-07-23 · Category: Other

Source page: https://www.sipply.dev/story/ibm-insists-ai-didnt-kill-software-deals-just-delayed-them-b83f7a2e · 中文: https://www.sipply.dev/zh/story/ibm-insists-ai-didnt-kill-software-deals-just-delayed-them-b83f7a2e

## Summary

IBM has addressed concerns regarding the impact of AI on its software deals, clarifying that the delays experienced were not indicative of a long-term downturn in demand. Instead, CEO Arvind Krishna pointed out that customers are temporarily reallocating their budgets towards AI infrastructure, which has caused a slowdown in closing software deals. However, he remains optimistic, noting that many deals are beginning to close again and that AI presents new revenue opportunities, particularly through initiatives like Project Lightwell.

## Key takeaways

- Delays in software deals are attributed to a temporary shift in customer spending towards AI.
- IBM's leadership is optimistic about the recovery of software deals and the potential for new revenue streams.
- AI infrastructure investments are seen as a strategic move rather than a decline in software demand.

## Why it matters

This situation highlights the transitional phase many companies are experiencing as they adapt to the growing importance of AI technologies. Understanding these shifts can help stakeholders navigate the evolving market landscape.

- **Product managers:** For product managers, this is a crucial reminder to align product strategies with emerging AI trends and customer spending patterns to ensure offerings remain relevant.
- **Developers:** Developers should be aware of the growing focus on AI infrastructure, which may influence the types of projects and technologies that receive funding and support in the near future.
- **Students and job seekers:** For students and job-seekers, this trend underscores the importance of gaining skills in AI and related technologies, as they are increasingly shaping the future job market and business strategies.

## Sources

- [IBM insists AI didn't kill software deals, just delayed them](https://www.theregister.com/software/2026/07/23/ibm-insists-ai-didnt-kill-software-deals-just-delayed-them/5276977) (The Register AI, 2026-07-23)

## 中文

### IBM坚称AI并未导致软件交易失败，仅是延迟

IBM回应了关于AI对其软件交易影响的担忧，澄清所经历的延迟并不代表需求的长期下滑。CEO Arvind Krishna指出，客户暂时将预算重新分配到AI基础设施上，这导致软件交易的关闭速度放缓。然而，他仍然保持乐观，指出许多交易开始再次关闭，AI带来了新的收入机会，特别是通过Project Lightwell等举措。

**要点：**

- 软件交易的延迟归因于客户支出向AI的暂时转移。
- IBM的领导层对软件交易的复苏和新收入来源的潜力持乐观态度。
- 对AI基础设施的投资被视为战略举措，而非软件需求的下降。

**为什么重要：** 这一情况突显了许多公司在适应AI技术日益重要性时所经历的过渡阶段。理解这些变化可以帮助利益相关者应对不断演变的市场格局。

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