国家知识产权局信息显示，国际商业机器公司取得一项名为"数据形状置信"的专利，授权公告号 CN114334075B，申请日期为2021年9月。 作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

Core Insights - IBM and Intel are focusing on emerging technologies like cloud computing and AI to attract investors [1][2] - IBM is enhancing its capabilities in hybrid cloud and AI, while Intel is shifting towards data-centric businesses [2][4] IBM Overview - IBM is expected to benefit from strong demand for hybrid cloud and AI, particularly in its Software and Consulting segments [4] - The company's watsonx platform is central to its AI capabilities, enhancing enterprise productivity [4] - IBM's acquisition of HashiCorp has improved its ability to manage complex cloud environments, supporting its hybrid multi-cloud strategy [5] - Despite growth in hybrid cloud and AI, IBM faces competition from AWS and Azure, with pricing pressures impacting margins [6] Intel Overview - Intel is expanding manufacturing capacity under its IDM 2.0 strategy, launching new processors like the Intel Core Ultra series and Xeon 6+ [7] - The company has secured a $5 billion investment from NVIDIA to develop advanced AI solutions, benefiting the semiconductor ecosystem [8][9] - Intel's revenue is significantly impacted by its exposure to China, facing challenges from market restrictions and competition from domestic chipmakers [10] Financial Performance and Estimates - IBM's 2026 sales are projected to increase by 5.5%, with EPS growth of 6.7%, and shares trade at a lower forward P/S ratio than Intel [11][14] - Intel's 2026 sales are expected to grow by 1.8%, with EPS rising by 16.7%, but EPS estimates have declined by 15.5% over the past 60 days [12][13] Valuation and Investment Outlook - Over the past year, IBM's stock has gained 0.4%, while Intel's has increased by 98.2% [16] - IBM is viewed as more attractive from a valuation perspective, trading at a forward P/S ratio of 3.44 compared to Intel's 4.31 [14] - IBM is rated Hold, while Intel carries a Sell rating, with IBM seen as better positioned for sustainable growth [15][17]

Core Viewpoint - IBM plans to triple the hiring of entry-level positions by 2026, amidst concerns in the tech industry about AI displacing basic jobs [1] Group 1 - The company’s executives state that as AI replaces basic tasks, entry-level employees will engage more in cross-department collaboration and product innovation [1] - This strategy is expected to contribute to long-term talent pipeline development within the company [1]

Core Viewpoint - IBM plans to triple the hiring of entry-level positions by 2026, amidst concerns in the tech industry about AI displacing junior roles [1] Group 1: Company Strategy - IBM's executives state that as AI replaces basic tasks, entry-level employees will engage more in cross-department collaboration and product innovation [1] - The long-term vision includes strengthening the talent pipeline within the company [1]

Group 1 - IBM plans to triple entry-level hiring in the United States by 2026, despite the impact of artificial intelligence on traditional roles for new graduates [1][2] - The hiring expansion will affect various departments, although specific hiring figures were not disclosed [2] - The company has redefined entry-level job descriptions for roles such as software developers to align with the recruitment initiative [3] Group 2 - Junior software developers at IBM are now focusing less on routine coding tasks, which can be handled by AI, and more on direct customer interactions [4] - Entry-level staff in human resources are increasingly responsible for managing situations where HR chatbots fail, indicating a shift in job responsibilities [8] - Concerns exist regarding the potential reduction of entry-level jobs due to AI, with some executives warning that many such positions could vanish by 2030 [8] Group 3 - IBM's HR chief noted that reducing early-career recruitment could lead to a future shortage of mid-level managers, increasing reliance on external hiring [9] - Dropbox is also expanding its internship and new graduate programs by 25%, highlighting a trend where companies are redesigning entry-level roles to incorporate AI oversight and customer engagement [10] - There is an ongoing debate about corporate layoffs attributed to AI, with some analysts cautioning against "AI washing," where companies use AI as a rationale for workforce reductions [11][12]

AI抢走"入门级工作"?IBM选择逆流而上 "是的，而且就是针对那些我们被告知AI都能做的岗位，"IBM首席人力资源官尼克尔·拉莫罗(Nickle LaMoreaux)本周在纽约的一场会议上表示。拉莫罗强调，她已对软件开发人员等岗位的入门级职责描述 进行了彻底重塑，以便在公司内部为这项招聘推动计划建立论证。 她在Charter主办的Leading With AI峰会上表示："你在两到三年前拥有的那些入门级工作，AI现在绝大 多数都能做。" "所以，如果你要说服业务负责人你需要进行这项投资，那么你就必须能够展示这些人 如今能够带来的真实价值。而这必须通过完全不同的工作来实现。" 拉莫罗强调，其结果是，IBM早期入门级职业员工的职责组合发生了重大变化。由于AI工具可以处理大 多数常规编码任务，公司的初级软件开发人员现在在这方面花费的时间更少，而把更多时间用于与客户 们进行深度沟通与合作。在人力资源部门，入门级员工如今会在HR聊天机器人表现不佳时介入，纠正 输出，并在需要时与管理者们积极沟通，而不是像过去那样亲自处理每一个问题。 在投资者们对人工智能(AI)技术针对全球各行业颠覆性的担忧情绪发酵之际，有着"蓝色巨人 ...

作者：情报员 国家知识产权局信息显示，国际商业机器公司取得一项名为"MONISE装置突触元件偏置方案"的专利， 授权公告号CN116710937B，申请日期为2021年11月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

By Jo Constantz   International Business Machines Corp. said it will triple entry-level hiring in the US in 2026, even as artificial intelligence appears to be weighing on broader demand for early-career workers.    While the company declined to disclose specific hiring figures, it said the expansion will be “across the board,” affecting a wide range of departments.   “And yes, it’s for all these jobs that we’re being told AI can do,” said Nickle LaMoreaux, IBM’s chief human resources officer, speaking ...

国家知识产权局信息显示，国际商业机器公司取得一项名为"具有不对称栅极叠置体的纳米片晶体管"的 专利，授权公告号CN115398648B，申请日期为2021年4月。 作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

While the artificial intelligence industry touts that AI will replace entry-level jobs, not every company is scaling back hiring these positions. In IBM’s case, it’s going all in. Hardware giant IBM plans to triple entry-level hiring in the U.S. in 2026, according to reporting from Bloomberg. Nickle LaMoreaux, IBM’s chief human resource officer, announced the initiative at Charter’s Leading with AI Summit on Tuesday. “And yes, it’s for all these jobs that we’re being told AI can do,” LaMoreaux said. ...