Key TakeawaysInternational Business Machines on Tuesday unveiled several artificial intelligence announcements, including expanding partnerships and updates on watsonx, its AI and data platform.IBM said it partnering with companies like Microsoft, Amazon, Meta, Adobe, Mistral, and Salesforce, which could strengthen its ties to AI leaders.The company, alongside the Saudi Data and Artificial Intelligence Authority (SDAIA), officially launched the ‘ALLaM’ Arabic model through an ongoing partnership with Saudi ...

IBM watsonx platform and IBM Granite series models will bring even more large language models to power generative AI use cases, pre-built actions, and prompts across the Salesforce Einstein 1 PlatformIBM joins the Salesforce Zero Copy Partner Network to enable zero copy data integration between IBM watsonx and Salesforce Data Cloud, giving customers a secure and cost-effective way to connect all of their data and take action on it  Salesforce joins the AI Alliance, bolstering its commitment to responsible A ...

ARMONK, N.Y., May 21, 2024 /PRNewswire/ -- During the annual IBM Think conference, IBM (NYSE: IBM) announced it is working with Amazon Web Services (AWS) to make the full portfolio of IBM offerings within the watsonx artificial intelligence (AI) and data platform available for use with AWS services. Today's news will make it easier to scale AI in the enterprise using an open, hybrid approach supported by end-to-end governance.The companies plan to integrate IBM watsonx.governance and Amazon SageMaker -- a s ...

Releases a family of IBM Granite models into open source, including its most capable and efficient Code LLMs that can out-perform larger code models on many industry benchmarksJointly with Red Hat, launches InstructLab, a first-of-its-kind model alignment technique, to bring open-source community contributions directly into LLMsUnveils new vision and momentum for new data and automation capabilities; Accelerates generative AI infusion into IBM assistants, automation, infrastructure, resource management prod ...

International Business Machines Corporation (NYSE:IBM) JPMorgan Global Technology, Media and Communications Conference Call May 20, 2024 11:20 AM ET Company Participants James Kavanaugh - Senior Vice President, Finance & Operations and Chief Financial Officer Conference Call Participants Brian Essex - JPMorgan Brian Essex All right. Good morning, everyone. My name is Brian Essex, software analyst at JPMorgan. And with me, I have Jim Kavanaugh, CFO of IBM. So Jim, thank you very much for joining us. James Ka ...

业绩总结 - IBM第一季度表现强劲，营收加速至中单位数，全年自由现金流预期为120亿美元[7] - 软件业务表现突出，营收增长6%，Red Hat增长9%，连续三个季度实现两位数订购增长[8] - GenAI业务表现出色，已超过10亿美元的业务总额，咨询业务翻番[10] - 第一季度自由现金流达19亿美元，同比增长6亿美元，创下多年来最强劲的第一季度自由现金流[13] 未来展望 - IBM重点发展混合云和人工智能，预计全年营收加速至中单位数，强劲的自由现金流[14] - 软件业务是IBM的增长引擎，重点发展混合云和人工智能，预计2024年增长加速[22] - GenAI战略将开启数字转型2.0时代，结合混合云形成强大AI投资机会[42] 新产品和新技术研发 - 新一代主机创新包括量子安全加密、AI芯片、能源效率等，客户增长60%[35] - HashiCorp收购将加强混合云和多云平台，提高收入增长和自由现金流[38] 市场扩张和并购 - 与Palo Alto的交易将增强IBM在安全领域的地位，提供更多投资灵活性[24] - M&A一直是资本配置策略的重要组成部分，有助于实现财务目标[40] 其他新策略和有价值的信息 - 宏观环境动态变化，企业需重新思考传统竞争优势，IT和技术一直是竞争优势的形式[16] - IBM在人才吸引和留住方面表现出色，发展战略性重点领域的人才[18] - CFO关注资本配置和不错过市场变化，重点投资混合云架构、自动化等领域[20] - 第一季度签约强劲，数字化转型、GenAI、应用现代化和战略合作伙伴关系推动增长[31] - 应用运营下降1%，但云端应用现代化和迁移增长强劲，签约增长30%[33]

文章核心观点 - 几家公司正在开发量子计算技术,这些技术可以成为未来人工智能发展的基础 [1][2][3] - 量子计算机可以同时执行多个计算,加快处理速度,从而推动人工智能超越目前最强大的超级计算机 [2] - 微软、IBM和IonQ等公司在量子计算领域取得了重要进展,为人工智能的未来发展奠定了基础 [3] 微软 - 微软自2006年开始研发量子计算机,并开发了一种新型的量子比特 [5] - 微软最近在量子计算机的错误率方面取得了重大突破,使量子比特的可靠性大幅提高 [5][6] - 微软强大的财务实力为其量子计算研发提供了支持,2023财年第三季度自由现金流达210亿美元 [7] IBM - IBM自20世纪50年代就开始从事人工智能研究,并在量子计算领域取得了领先地位 [8][9] - IBM在2016年首次在云端提供量子计算机,并已部署超过80台量子系统 [9][10] - IBM凭借稳定的自由现金流,为量子计算研发提供了充足的资金支持 [11][12] - IBM的软件业务(包括人工智能和量子计算)表现良好,2023年第一季度收入增长5.5% [14] IonQ - IonQ是一家专注于量子计算的新兴公司,成立于2015年 [15] - IonQ已经获得了多家知名客户,包括现代汽车和橡树岭国家实验室 [16] - IonQ在2023年第一季度实现了77%的收入同比增长,并预计第二季度收入将进一步增长 [16] - IonQ提前一年实现了量子技术里程碑,有望在2025年达到"经典计算机无法完全模拟IonQ系统"的水平 [17]

International Business Machines Corporation (IBM) has announced significant updates to Qiskit, its widely used quantum software platform. Launched in 2017, Qiskit has grown from a simple software development kit (SDK) to a comprehensive quantum software stack. This evolution is designed to maximize the performance of IBM's quantum hardware, allowing users to run increasingly complex quantum circuits.Since its inception, Qiskit has enabled over 550,000 users to execute more than 3 trillion quantum circuits. ...

More than half of CEO respondents say they are pushing their organization to adopt gen AI more quickly than some employees are comfortable withHalf of CEOs surveyed say they are hiring for gen AI-related roles that didn't exist last year, but more than half have not yet assessed the impact of the technology on their workforceARMONK, N.Y., May 16, 2024 /PRNewswire/ -- A new study by the IBM (NYSE: IBM) Institute for Business Value found that surveyed CEOs are facing workforce, culture and governance challeng ...

Nikesh Arora CEO & Chairman Palo Alto Networks, speaking on CNBC's Squawk Box at the WEF Annual Meeting in Davos, Switzerland on Jan. 16th, 2024.Palo Alto Networks is buying cloud security software assets from IBM as part of a broader partnership that will give the cybersecurity company access to more consultants and a bigger customer base.In a joint press release on Tuesday, the companies said Palo Alto is acquiring IBM's QRadar cloud software for an undisclosed sum and migrating existing customers to its ...