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Articles and field reports exploring topics related to IBM.
IBM suffers its worst trading day since at least 1968, cratering 25% after preliminary results revealed customers shifting spend from software and mainframes to AI servers and memory—dragging the whole software sector down with it. The BIS warns the AI infrastructure race could turn a debt-fueled boom to bust, even as TSMC's record $39.6 billion quarter shows the buildout accelerating, and DeepSeek preps a landmark China IPO. On the positioning side, ArkEdge Space opens a Tokyo lab to start manufacturing lunar navigation satellites under JAXA's Space Strategy Fund, and Australia's Emesent raises $17 million to scale GPS-denied autonomous mapping.
