자본시장 · 리포트
IBM's infrastructure revenue rebounded after a Q2 drop, with CEO Arvind Krishna pointing to a sovereign AI 'tailwind'.
The rebound suggests sovereign-AI demand may be offsetting earlier infrastructure weakness, a signal for enterprise AI buildouts.
업계 전문지Slicast · 2026년 10월 22일 16:22 UTC · 글로벌 · 출처: Data Center Dynamics
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