Comment by sjdh76
4 hours ago
Depends on context of what people build.
I mean IBM already has a track record of building gigantic amounts of garbage and over charging large corps and govts for it coasting on their brand name and networks to get deals. So using some cheap ass model fits their MO. Having used their shit mountain called websphere, what an IBM CEO says is not something I take too seriously.
IBM has two faces. Their consultancy arm is the exact opposite of what I would call a good company, even so, they make a good bit of money. The hardware side of the business is still quite impressive, yes, it is too expensive but their power rack boxes are effectively a little mainframe (check the IO stats on those things) and the performance is - I have to admit - impressive. That said I would never buy it because I can get much better value elsewhere. Even so I think they could do this if they really wanted to.
They do have big advantanges because many large corps have become totally dependent on them having outsourced everything and lost internal knowledge. That internal ops knowledge is very crucial/useful to take full advatange of what AI offers. In the coming years much of it will leak into frontier models. After which corps might not need IBM/TCS etc and just rebuild internal teams to handle ops like they once did.