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IBM CEO Challenges AI Infrastructure Costs Amid $8 Trillion Shift

12/6/2025

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Summary

Story summary

IBM CEO Arvind Krishna questions the economics of massive AI infrastructure investments.
He notes that building a 1-gigawatt data center costs about $80 billion.
He adds that total industry investments could reach $8 trillion.
IBM is shifting resources to software and AI consulting, with bookings reaching $9.5 billion.
The company aims to lead in quantum computing with expected revenue by 2029.

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Story summary

IBM CEO Arvind Krishna questions the economics of massive AI infrastructure investments.
He notes that building a 1-gigawatt data center costs about $80 billion.
He adds that total industry investments could reach $8 trillion.
IBM is shifting resources to software and AI consulting, with bookings reaching $9.5 billion.
The company aims to lead in quantum computing with expected revenue by 2029.