# Arvind Krishna

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AI Spending, Mobileye's CEO Exit & IBM CEO on Results

Bloomberg’s Ed Ludlow breaks down Alphabet and Tesla's earnings as the Google parent company boosts its investment plans, while Tesla burns through cash to fund Elon Musk's AI ambitions. Plus, Mobileye founder and CEO Amnon Shashua will be stepping down after 27 years. And we speak with IBM CEO Arv…

IBM CEO Arvind Krishna Talks Infrastructure Deals

IBM Chairman and CEO Arvind Krishna says that the recent slowdown in infrastructure deals was driven by a temporary reprioritization of customer capital spending rather than weakening demand. Speaking to Ed Ludlow and Romaine Bostick on Bloomberg Tech, Krishna says that about one-third of delayed p…

Trump Administration Announces New Tariffs on Over 80 Countries

P.M. Edition for July 23. The U.S. plans to impose new tariffs on most trade partners, replacing President Trump’s temporary global 10% tariff. Plus, the threat of escalating conflict in the Middle East drove oil prices over $100, and concerns around higher inflation made bond yields surge. WSJ mar…

IBM’s Hard Reset: CEO Arvind Krishna on Stock Drop & AI Strategy

Can IBM survive a monumental stock drop as AI clients divert billions?  IBM CEO and chairman Arvind Krishna addresses investor fears, client spending shifts toward AI infrastructure, and the company's bold pivot to quantum computing. Arvind also reveals why tech clients deferred massive spending …

OpenAI's IPO Filing Meets a Hugging Face Breach as AMD Claims 75% Hyperscaler CPU Share

OpenAI files for a trillion-dollar IPO the same week a pre-release model breaches Hugging Face and 42 state attorneys general open a coordinated investigation. Patrick Moorhead and Daniel Newman also break down AMD's hyperscaler CPU numbers from Advancing AI, the Moonshot distillation accusations, …

At 115 Years Old, Can IBM Survive the AI Era? CEO Arvind Krishna Makes the Case

IBM has a plan to profit from the AI race that doesn’t involve pouring billions of dollars into data centers or new models. CEO Arvind Krishna sits down with WSJ columnist Christopher Mims after the company’s worst single-day stock loss in history to share his vision for Big Blue’s future. Plus, li…

From AI Sprawl to AI Impact: Why Picking One Workflow and Going Deep Is the Only Strategy That Works

In this episode of the Disambiguation podcast, host Michael Fauscette talks with Chris Fitkin, Co-Founder and Partner at Metacto, about why most companies are spreading AI experiments too thin across every department, why that wide-and-shallow approach produces shelfware instead of results, and wha…

Strengthening the US-Japan Alliance Through Semiconductor and AI Partnerships

Cooperation in semiconductors and artificial intelligence is vital to the United States–Japan alliance. Two developments demonstrate the potential of this partnership: the Rapidus-IBM effort to produce advanced two-nanometer chips in Hokkaido, and Japan’s decision to be the first foreign partner in…

The era of experimentation is over, with Arvind Krishna, CEO of IBM

In 2011, IBM’s Watson won Jeopardy, changing the conversation about AI forever. The 15 years since have brought meaningful advances, though the path to broad impact has proved more complex than many expected. CEO Arvind Krishna joins Sarah and Andrew to discuss what the company has learned along th…

The Kill Switch

Brussels publishes a tech sovereignty package built around one fear — that a foreign government could one day switch Europe's cloud off. OpenAI breaks with the President's AI order the same day, asking for mandatory rules under a civilian agency, while IBM's CEO endorses the lighter touch. Then the…