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IBM坚称AI并未导致软件交易失败，仅是延迟IBM insists AI didn't kill software deals, just delayed them

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以下内容为 AI 自动翻译，英文原文附后供参考。

摘要

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。

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.

要点

  1. 软件交易的延迟归因于客户支出向AI的暂时转移。

    Delays in software deals are attributed to a temporary shift in customer spending towards AI.

  2. 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。

    IBM's leadership is optimistic about the recovery of software deals and the potential for new revenue streams.

  3. 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。

    AI infrastructure investments are seen as a strategic move rather than a decline in software demand.

为何重要

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。

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.

按谁的角度看

产品经理

对于产品经理而言，这是一个重要提醒，需将产品策略与新兴AI趋势和客户支出模式对齐，以确保产品保持相关性。

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.

开发者

开发者应意识到对AI基础设施日益关注，这可能影响未来获得资金和支持的项目和技术类型。

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.

学生与求职者

对于学生和求职者而言，这一趋势强调了掌握AI及相关技术技能的重要性，因为这些技能正日益塑造未来的就业市场和商业策略。

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.

覆盖来源

来源标题与摘录保留原文，以便核对与追溯。

  • The Register AI

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

    IBM reported that delays in software deals were due to a temporary shift in customer spending towards AI infrastructure rather than a permanent decline in demand. CEO Arvind Krishna emphasized that many deals are starting to close again and highlighted the potential for AI to create new revenue opportunities through services like Project Lightwell.