IBM's CEO says there is no AI bubble: report [Seeking Alpha]
International Business Machines Corporation (IBM)
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Source: Seeking Alpha
BofA maintained its Buy rating and $315 price target on IBM's stock following the podcast. BofA analysts led by Wamsi Quick Insights IBM's CEO Arvind Krishna believes there is no AI bubble, though he acknowledges some risks around debt capital funding AI growth. Krishna views the odds as extremely low (0-1%) that current technology will lead to AGI, requiring breakthroughs beyond today's large language models. IBM sees optionality from quantum as key, expecting quantum processors to solve currently intractable problems, driving high margin software growth and strong free cash flow. Recommended For You More Trending News
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