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IBM Stock Collapses After a Grave Warning About AI

Par : BeauHD
14 juillet 2026 à 17:00
IBM shares plunged after the company warned that Q2 revenue and earnings would miss expectations, blaming customers' sudden shift in spending toward AI hardware instead of software services. However, CEO Arvind Krishna did not place all the blame on IBM's customers. The CEO also said it "faltered" by failing to "anticipate the magnitude of the capex reprioritization." "These conditions require our teams to execute perfectly, and this quarter we faltered. We did not adapt and move quickly enough, and numerous large deals failed to close on the timelines we expected, driving the majority of our shortfall." Fast Company reports: In the preliminary report, IBM said that for its second quarter of fiscal 2026, it expects revenue of $17.2 billion, which is up 1%. It also said it expects a Non-GAAP Diluted Earnings Per Share (EPS) of $2.93, up 5%. However, as noted by CNBC, these preliminary results are below what analysts were expecting, which was $17.86 billion in revenue, and an EPS of $3.01, according to FactSet data.

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People Keep Sneaking Into an Empty IBM Campus - and Then Getting Arrested

11 juillet 2026 à 22:47
Since February, New York state police have arrested 48 people for trespassing on a former IBM campus in Somers, New York, reports the Wall Street Journal. 30 of the arrests were teenagers. The long-vacant site has become a magnet for so-called urban explorers, who prowl abandoned malls, hospitals, power plants, amusement parks, factories and any other disused structure they can breach... [I]t's been turbocharged by artsy videos on Instagram and TikTok that spur others to create their own posts, luring still more curiosity seekers... In Somers, social-media images of the old IBM campus — a sprawling, pyramid-studded 1980s complex designed by the late I.M. Pei's firm — show dystopian scenes: busted windows, tossed rooms and graffitied walls. But they also give eerie glimpses of conference rooms and cubicles unchanged since IBM left a decade ago, as if employees had fled the daily grind one day and never returned... One man in his mid-20s faces felony charges; police allege he had a loaded 9mm gun and took a Sony camera and power strip among other souvenirs. Andrew Proto, a defense lawyer, said "a 15-second clip" isn't worth a criminal record... Proto said he has represented or advised several minors arrested on the campus. The Somers town court clerk said some defendants received a 6-month "adjournment in contemplation of dismissal," meaning charges will be dropped and their arrest sealed if they avoid trouble. Some explorers who have posted about the IBM site say they follow an observe-and-preserve ethos and reject vandalism. They say they're driven by curiosity, the thrill of roaming forbidden spaces and a zeal to document discoveries — and that they're careful and know their limits. "It actually gives me hope when I hear that kids are out there getting into trouble," says Bradley Garrett, a cultural geographer and author of the book "Explore Everything: Place-Hacking the City," about his own urbex adventures. He sees urban exploration as "a gateway drug in a good way, sometimes, into intellectual curiosity about history and culture." But Garrett said popular spots can be "loved to death" online — and then shut down, looted or set ablaze. "Trespassers were blamed for a March 30 fire, reports a local newspaper, "that damaged one of the buildings and required volunteer firefighters to spend three hours extinguishing the blaze."

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IBM Says It Can Fit Nearly 100 Billion Transistors On a Chip

29 juin 2026 à 14:34
IBM has unveiled "what it says is the world's first sub-1-nanometer chip technology," reports ZDNet, "designed to pack nearly 100 billion transistors on a fingernail-size die, roughly doubling the density of IBM's earlier 2-nm test chip, first shown in 2021... Today, the smallest, most powerful chips top out at about 80 billion transistors." At the heart of the announcement is NanoStack. This is a three-dimensional, nanosheet-based transistor design that scales vertically, or along the z-axis, by stacking and staggering CMOS devices. Unlike today's nanosheet architectures, which IBM also pioneered and which are being adopted by leading foundries at 3 nm and 2 nm, NanoStack bonds two nanosheet transistors into a single vertical structure, with each tier optimized independently and contacted from opposite sides. Each transistor in the demonstrated structure uses three sub-5 nm-thick nanosheets, about "15 silicon atoms" across, separated by roughly 9 nm spacers. Two such devices are then bonded vertically using an ultra-thin dielectric process IBM describes as a key innovation. Because the top and bottom devices can use different channel materials, dielectrics, and metals, IBM argues NanoStack is less a single trick and more a transistor platform that can be extended through multiple generations: 7 angstrom (Å), 5 Å, 3 Å, and potentially down to 1 Å in its internal roadmap. An angstrom, by the by, is one ten-billionth of a meter. In terms of chips, an angstrom is a tenth of a nanometer. "This is the world's first sub-1 nanometer chip technology with a new transistor architecture," said Jay Gambetta, Director of IBM Research and IBM Fellow, during a press briefing. "We're not just making smaller transistors, we're reinventing how chips are built to deliver dramatically more power and energy efficiency...." Based on internal benchmarking against its 2 nm node, the company said its new chips will deliver up to 50% higher performance at the same power, or up to 70% lower power for the same performance. Big Blue also highlighted a 40% improvement in the scaling of static random-access memory (SRAM) cell area relative to its 2 nm technology. This is a change IBM described as a "step the industry hasn't seen in over a decade" and one that could be particularly important for AI accelerators that live or die on on-chip memory bandwidth... According to Huiming Bu, IBM's VP of silicon technology R&D, NanoStack is a new paradigm. It's moving chips to scaling fully into three dimensions and giving the industry at least "another decade" of logic advances as it crosses from nanometers into angstroms... The 40% SRAM density bump could also help architects push caches and on-die memory closer to compute units, cutting data movement overhead in training and inference workloads. IBM sees a path to production use "in as early as the next 5 years", according to the article, and "expects NanoStack to eventually underpin CPUs, GPUs, mobile SoCs, and SRAM arrays." IBM's VP of silicon technology R&D says the new innovation "can improve performance by 50% compared to the best available chip today, and at the same time can reduce power by 70%."

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IBM is Getting Ready to Scale Quantum Computing

28 juin 2026 à 04:34
IBM spent a decade "building, testing and improving" quantum computing, reports the Wall Street Journal. "This year, the company is laying the groundwork to turn that technology into a fully-fledged, scalable business from an expensive science project." IBM said last month it plans to form a new independent subsidiary called Anderon, a foundry to produce the silicon wafers needed to make quantum-computing processors. The venture is seeded by a $1 billion investment from the Trump administration and another $1 billion of IBM's own cash. Anderon will give the company a new line of business in selling wafers to other quantum-computing companies. It will also provide a steady stream of wafers to continue developing its own quantum technology, positioning IBM to capture part of what the Boston Consulting Group projects will be a $90 billion to $170 billion market for quantum-computing providers by 2040... The company also plans to spend an additional $9 billion over five years to advance the final stages of its quest to build a quantum-mechanics-powered computer capable and reliable enough for widespread use, a goal known as fault tolerance. That computer, named Starling, is being targeted for 2029. With Anderon, IBM is thinking beyond Starling, or even a more powerful quantum computer planned for 2033.

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IBM revendique être descendu sous le nanomètre avec une puce dotée de 100 milliards de transistors

26 juin 2026 à 05:02

IBM affirme avoir brisé le plafond de verre du sous-nanomètre avec une technologie à 0,7 nm. Une annonce spectaculaire qui promet de doper le secteur de l'IA générative, et qui s'inscrit dans la course permanente de la miniaturisation.

IBM revendique être descendu sous le nanomètre avec une une puce dotée de 100 milliards de transistors

26 juin 2026 à 05:02

IBM affirme avoir brisé le plafond de verre du sous-nanomètre avec une technologie à 0,7 nm. Une annonce spectaculaire qui promet de doper le secteur de l'IA générative, et qui s'inscrit dans la course permanente de la miniaturisation.

IBM dévoile une puce gravée en 0,7 nanomètre capable d’accueillir 100 milliards de transistors

25 juin 2026 à 16:10

IBM affirme avoir brisé le plafond de verre du sous-nanomètre avec une technologie à 0,7 nm. Une annonce spectaculaire qui promet de doper l'IA, mais qui confirme surtout une réalité : dans l’infiniment petit, le « nanomètre » n’est plus une affaire de taille, mais d’architecture en 3D.

Revue de presse de l’April pour la semaine 23 de l’année 2026

10 juin 2026 à 05:43

Cette revue de presse sur Internet fait partie du travail de veille mené par l’April dans le cadre de son action de défense et de promotion du logiciel libre. Les positions exposées dans les articles sont celles de leurs auteurs et ne rejoignent pas forcément celles de l’April.

[Les Numeriques] Ce navigateur open source ferme ses contributions, le code généré par IA sème trop le chaos

✍ Nassim Chentouf, le dimanche 7 juin 2026.

Le code généré par IA sème le chaos chez Ladybird, navigateur open source. Résultat, c’est la fin des contributions extérieures. Il n’y aura que les responsables du projet qui pourront toucher au code.

[Le Monde.fr] L’association HOP obtient un procès contre le fabricant d’imprimantes Epson

Le mardi 2 juin 2026.

Une première audience aura lieu à Nanterre le 2 juillet, huit ans après la plainte déposée par Halte à l’obsolescence programmée (HOP). L’association reproche notamment au constructeur de réduire à dessein la durée de vie de ses cartouches d’encre.

[Les Numeriques] 'Argent public, code public': le logiciel libre devient prioritaire, l'Europe veut en finir avec Microsoft dans ses administrations

✍ Aymeric Geoffre-Rouland, le lundi 1 juin 2026.

La Commission européenne élève le logiciel libre au rang d’instrument de politique industrielle, au même titre que les semi-conducteurs. Le CNLL salue l’ambition, mais pointe un budget qui frise l’anecdotique.

Et aussi:

[ZDNET] La sécurité open source est dans un état déplorable: IBM et Red Hat parient que 5 milliards de dollars et 20 000 ingénieurs pourront y remédier

✍ Steven Vaughan-Nichols, le lundi 1 juin 2026.

Le projet Lightwell est une initiative basée sur l’IA visant à détecter et à corriger les failles de sécurité dans les logiciels libres à une échelle industrielle. Voici ce que nous savons à ce jour.

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