【环球网科技报道 记者 林迪】"混合云已成为企业运营的普遍选择，它在成本、便捷性、安全性方面具备显著优势。而 AI 的发展更是日新月异，生成式 AI 已深刻影响我们的生活与企业运营。"近日，红帽全球副总裁兼大中华区总裁曹衡康对记者表示，红帽致力于以开源模式推动 AI 发展，成为开源 AI 领域的 重要驱动力量。 近期，2025 年红帽全球峰会发布了众多前沿技术以及产品更新，旨在助力企业更好地应对当下数字化转型浪潮中的诸多挑战，为企业未来的发展注入强劲 动力。近期，红帽相关负责人对此进行了深入分享与解读。 红帽在此次峰会还重点推出 OpenShift 虚拟化服务升级版。该服务可在多云环境下运行，支持 AWS、Azure、Google Cloud 等主流云平台。自推出以来， OpenShift 虚拟化客户增长迅猛，不到两年客户数量增长 3 倍，生产中的集群数量翻倍，管理的虚拟机数量也实现 3 倍增长。其凭借卓越性能与广泛兼容 性，助力企业灵活构建虚拟化环境，满足多样业务需求。 值得关注的是，红帽 AI 推理服务器的发布旨在为 AI 发展注入新活力。该服务器基于热门的 vLLM 架构打造，聚焦于提升推理效率与性能。 ...

Other key findings include: ARMONK, N.Y., June 10, 2025 /PRNewswire/ -- A new study by the IBM (NYSE: IBM) Institute for Business Value reveals that enterprises are expected to significantly scale AI-enabled workflows, many driven by agentic AI, relying on them for improved decision making and automation. The AI Projects to Profits study, which surveyed 2,900 executives globally, revealed that respondents expect AI-enabled workflows to grow from 3% today to 25% by the end of 2025. With 70% of surveyed execu ...

IBM (IBM) FY Conference May 29, 2025 09:00 AM ET Speaker0 Okay. Good morning. I think we're gonna get started right around 9AM. I'm, Mark Neuen, Bernstein's new US IT Hardware Analyst, and, my predecessor, Tony Secondhagen, sitting in the front here. Nice to be back at Bernstein after a few years away. And as as one of the most enduring companies in technology, IBM doesn't need much introduction. However, it is nonetheless our pleasure to welcome Arvind Krishna, IBM's chairman and CEO. Thank you for coming ...

Core Insights - Pure Storage announced Portworx for KubeVirt, a software-defined storage solution designed for virtualization-centric workloads on Kubernetes using Red Hat OpenShift Virtualization Engine [1][2] - The integration of Portworx with Red Hat OpenShift allows enterprises to deploy and manage virtual machines (VMs) more efficiently, optimizing functionality while reducing total cost of ownership [2][3] Group 1: Product Features and Benefits - Portworx for KubeVirt provides a cost-effective and low-risk approach for running VM workloads on Kubernetes, addressing modern virtualization challenges [1][2] - The Red Hat OpenShift Virtualization Engine focuses on VM workloads, simplifying the deployment, management, and scaling of VMs [3] - Customers using Portworx with Red Hat OpenShift have reported approximately 30% to 50% cost savings in the past year compared to previous virtualization expenditures [6] Group 2: Strategic Partnerships and Market Position - The partnership between Pure Storage and Red Hat aims to support organizations transitioning to cloud-native environments while still relying on virtualization solutions [4] - The collaboration enhances the capabilities of Red Hat OpenShift Virtualization Engine by integrating Portworx's enterprise-grade data management [4] - Pure Storage emphasizes its commitment to evolving its platform with zero planned downtime, aligning with customer needs for flexibility and modernization [5][6]

Core Insights - A global study by IBM reveals that CEOs are committed to advancing AI solutions despite challenges from rapid technology adoption [1][2] Group 1: AI Investment and Adoption - 2,000 CEOs surveyed expect AI investment growth to more than double in the next two years, with 61% actively adopting AI agents [2][7] - 50% of CEOs report that rapid investment has led to disconnected technology within their organizations [7][8] - Only 25% of AI initiatives have delivered expected ROI, and 16% have scaled enterprise-wide [8] Group 2: Data and Collaboration - 68% of CEOs identify integrated enterprise-wide data architecture as critical for cross-functional collaboration [3] - 72% view proprietary data as key to unlocking the value of generative AI, yet 50% acknowledge challenges in cultivating an effective data environment [3][8] Group 3: Leadership and Talent - 69% of CEOs believe success is tied to having leaders with a deep understanding of strategy and decision-making authority [6][12] - 67% of CEOs state that differentiation depends on having the right expertise in the right positions with appropriate incentives [12] Group 4: Innovation and Risk Management - CEOs face pressures of balancing short-term ROI with long-term innovation [5][8] - 64% acknowledge that the risk of falling behind drives premature investment in technologies [8] - 59% admit struggles in balancing funding for existing operations and innovation during unexpected changes [8] Group 5: Future Expectations - By 2027, 85% of CEOs expect positive ROI from investments in scaled AI efficiency and cost savings [8] - 77% anticipate a positive return from investments in scaled AI growth and expansion [8]

Financial Performance and Key Metrics - In 2024, IBM generated $62.8 billion in revenue, growing 3% at constant currency, and delivered $12.7 billion in free cash flow, up $1.5 billion from the previous year [14] - The operating gross profit margin expanded by 130 basis points, driven by demand for high-value offerings and a focus on productivity [14] Business Line Performance - Software revenue grew by 9% at constant currency, supported by strong momentum in data and AI, automation, transaction processing, and security [15] - Consulting revenue increased by 1% at constant currency, reflecting sustained demand for AI deployment and digital transformation [15] - Infrastructure revenue declined by 3% due to the product cycle, although the IBM Z16 mainframe program achieved record client adoption and workload scale [15] Market Data and Key Metrics - More than 90% of Fortune 500 companies utilize IBM's hybrid cloud offerings, indicating strong market penetration [19] - The generative AI book of business has grown to over $5 billion, showcasing IBM's commitment to AI solutions [18] Company Strategy and Industry Competition - IBM is focusing on artificial intelligence and hybrid cloud as the two most transformative technologies, aiming to provide enterprise-grade solutions that are efficient and cost-effective [16][17] - The company emphasizes a client zero philosophy, using its own technology internally to drive automation and efficiency [22] Management's Comments on Operating Environment and Future Outlook - The management acknowledges the uncertainty in the macro environment but believes IBM's diverse portfolio positions it well for future challenges [35] - The company maintains its full-year guidance for accelerating revenue growth to over 5% and approximately $13.5 billion in free cash flow [39] Other Important Information - IBM has increased its dividend for 29 consecutive years, reflecting its commitment to returning value to shareholders [14] - The stockholder proposal for transparency in lobbying did not receive a majority of votes cast [25] Q&A Session Summary Question: Update on IBM's AI strategy - The AI landscape is evolving, moving towards smaller, open, and fine-tuned models that deliver real business value, which aligns with IBM's focus [27][28] - IBM's Granite model family continues to evolve, emphasizing purpose-built AI for business applications [29] Question: Quantum computing strategy - IBM is recognized as the industry leader in utility-scale quantum computing, with significant advancements in hardware and software [31][32] - The company has met its quantum roadmap goals, releasing the IBM Heron processor, which is significantly faster and more efficient than its predecessor [32] Question: Macro environment impact - IBM's diverse business portfolio provides resilience against market uncertainties, and the company is well-positioned to meet client needs for cost savings and productivity gains [35][36]

Core Insights - IBM plans to invest $150 billion in America over the next five years to enhance its role in global computing and stimulate the economy [1] - The investment includes over $30 billion dedicated to research and development for mainframe and quantum computer manufacturing in the U.S. [1] - IBM emphasizes its commitment to American jobs and manufacturing, aiming to maintain its leadership in advanced computing and AI capabilities [1] Investment and Economic Impact - The investment is expected to create new economic opportunities in the U.S. and globally, reinforcing IBM's commitment to innovation [4] - IBM's mainframes, manufactured in Poughkeepsie, New York, handle over 70% of the world's transactions by value, highlighting their critical role in the economy [2] Quantum Computing Initiatives - IBM operates the world's largest fleet of quantum computer systems, with plans to continue designing and assembling these systems in America [3] - Quantum computing is identified as a significant technological shift that will address problems beyond the capabilities of conventional computers, enhancing American competitiveness and national security [3] - IBM's Quantum Network provides access to quantum systems for nearly 300 Fortune 500 companies and has over 600,000 active users [3]

IBM (IBM) Q4 2024 Earnings Call January 29, 2025 05:00 PM ET Company Participants Olympia McNerney - Global Head of Investor RelationsArvind Krishna - Chairman , President & CEOJames J. Kavanaugh - Senior Vice President and Chief Financial OfficerAmit Daryanani - Senior Managing DirectorBen Reitzes - Managing Director – Head of Technology ResearchErik Woodring - Managing Director - Equity Research Conference Call Participants Wamsi Mohan - Senior Equity Research AnalystJim Schneider - Senior Equity AnalystN ...