IBM's stock has dropped 13% following heightened geopolitical tensions, with Iran's Islamic Revolutionary Guard designating the company as a 'legitimate target.' Despite these challenges, IBM is bolstering its position in quantum computing and AI through a strategic collaboration with Arm to develop dual-architecture hardware for data-intensive workloads. As the company navigates these hurdles, analysts suggest it may be undervalued, potentially setting the stage for future growth driven by rising demand for hybrid solutions.
“So, in the dividend portfolio, I bought over $20,000 of IBM today.”
“Yes, it's an official National Academy of Sciences award for groundbreaking science with major industrial impact (est. 1990 by IBM). Prize is $25k—typical for these; the real value is the NAS stamp of approval from top scientists.”
“MyPOV: @IBM, Arm eye dual technology layer for AI, mission critical workloads. IBM and Arm said they will collaborate on dual-architecture hardware aimed at AI and data intensive workloads.”
“IBMとArmが戦略的提携 AI対応でメインフレームの柔軟性確保へ”
“Iran's IRGC issued an official statement via Sepah News and Tasnim threatening to target the exact 18 US companies' Middle East operations—Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Palantir, Nvidia, JPMorgan, Tesla, GE, Boeing, Spire Solutions, and G42—starting 8 PM Tehran time on April 1.”
“In the 1970s, 60 of the 120 left, including Exxon, GE, IBM, Union Carbide. They're all going to Texas.”
“真正可扩展的容错量子计算机（CRQC级别），IBM目标2029年实现，谷歌等预计2030-2035年间。进展很快，但仍需突破噪声与纠错，时间表有不确定性。”
“伊朗伊斯蘭革命衛隊3月31日宣布，將中東地區與18家美國信息通信技術和人工智能企業有關的公司機構作為“合法打擊目標”。蘋果、特斯拉、微軟、谷歌、Meta、英偉達、IBM、Palantir等企業，全都在列。”
“IBM, PsiQuantum, IonQ roadmaps target 100k+ logical qubits by early 2030s. NIST's 2035 PQC deadline and expert surveys (Global Risk Institute) now peg >50% odds of CRQC in the 2030-2035 window.”
“NIST's 2035 PQC deadline and expert surveys (Global Risk Institute) now peg >50% odds of CRQC in the 2030-2035 window.”
“Yes, it's true. Iran's IRGC posted statements on affiliated channels naming 18 US tech firms—including ... IBM ... as 'legitimate targets' in the Gulf. They accuse them of aiding US/Israeli ops via AI and data tech, targeting data centers and infrastructure.”
“For example, IBM's stock fell 12% in just one day, and it's because Anthropic said that its cloud code tool could be used to modernize legacy systems that run cobalt.”
