IBM's mainframe business is cyclical: buyers spend up big when new machines debut. The current generation of z16 generation mainframes launched in 2022, meaning this cycle is winding down.

Stifel also calls out the next mainframe cycle slated for early 2025, estimating it could bring in around $1.5 billion in infrastructure revenue within the first year, reinforcing IBM's ability to ...

IBM’s mainframe upgrade cycle drew to a juddering ... pledged to return to investors in the form of dividends, as well as new investments in growth areas. Indeed, positive areas for IBM included ...

Enterprises are integrating AI into mainframe operations to enhance system management, and they’re using genAI for application modernization efforts, new research finds. AI is reinvigorating the ...

IntelliMagic Vision for z/OS plays an essential role in the IBM Z AIOps framework by helping organisations detect, decide and ...

IBM argues that Zurich, Switzerland-based LzLabs unlawfully reverse-engineered its proprietary mainframe software in ... contemplate the long march to a new platform. "This is hardly the first ...

IBM spin-off Kyndryl says in its ... to use GenAI to uncover business insights from their mainframe-managed data to aid the development of new products or services. According to Kyndryl, GenAI ...

This isn't too surprising. The current generation z16 mainframe is deep into its product cycle, and while IBM hasn't announced its successor, it has detailed the new Telum II processor that will ...

Looking ahead to 2025, Stifel believes recent acquisitions by IBM along with a new mainframe cycle, will allow IBM to grow revenue. Stifel expects these acquisitions to add 4% or more to IBM's ...

They want to connect to the data using Microsoft Power tools to utilize assets on the mainframes. And we make it happen.” With the new data pipes, customers can work with data on IBM’s Z ...

The watsonx Code Assistant uses the newly announced Granite 3.0 models to provide general-purpose coding assistance across multiple programming languages. When IBM announced in May 2023 that its ...

Following decades at IBM, Kyne worked on the Tuning Letter ... “My team and I share the same vision of connecting the global mainframe community and bringing new value. My leadership role ...