IBM CEO says there is 'no way' spending trillions on AI data centers will pay off at today's infrastructure costs [Business Insider]
International Business Machines Corporation (IBM)
Last international business machines corporation earnings: 4/20 04:08 pm
Check Earnings Report
US:NYSE Investor Relations:
ibm.com/investor
Company Research
Source: Business Insider
This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in IBM's CEO walked through some napkin math on data centers— and said that there's "no way" to turn a profit at current costs. "$8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest," Arvind Krishna told "Decoder." Krishna was skeptical of that current tech would reach AGI, putting the likelihood between 0-1%. AI companies are spending billions on data centers in the race to AGI . IBM CEO Arvind Krishna has some thoughts on the math behind those bets. Data center spending is on the rise. During Meta's recent earnings call, words like "capacity" and AI "infrastructure" were frequently used . Google just announced that it wants to eventually build them in space . The question remains: will the revenue generated from data centers ever justify all the capital expenditure? On the "Decoder" podcast , Kris
Show less
Read more
Impact Snapshot
Event Time:
IBM
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
IBM alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
IBM alerts
High impacting International Business Machines Corporation news events
Weekly update
A roundup of the hottest topics
IBM
News
- Leon Stok of IBM Elected Chair of Silicon Integration Initiative Board [Yahoo! Finance]Yahoo! Finance
- The CEO of IBM think you shouldn't bet against Nvidia's ability to 'disrupt' itself [Yahoo! Finance]Yahoo! Finance
- US FAA picks Peraton to oversee air traffic control reform effort [Yahoo! Finance Canada]Yahoo! Finance Canada
- 10 AI Predictions For 2026: Top Experts Share New Trends [Forbes]Forbes
- International Business Machines Corporation (IBM): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
IBM
Earnings
- 10/22/25 - Beat
IBM
Sec Filings
- 11/14/25 - Form 4
- 11/7/25 - Form 4
- 11/7/25 - Form 25-NSE
- IBM's page on the SEC website