IBM的GenAI业务正获得动力

投资观察
Yesterday

1110 ET - IBM的GenAI部门正在迎来增长势头。Wedbush表示,公司的GenAI业务持续加速,现有订单积压达到95亿美元,远高于之前的75亿美元,原因在于对其AI代理和助手的需求不断增加,同时在多个垂直领域扩大影响力。这与第三季度业绩相辅相成,Wedbush指出,所有指标均超预期,同时略微上调了全年收入和自由现金流指引,"因为公司在整个业务组合中获得了进一步的动能,而其GenAI业务也在持续发力。" (adriano.marchese@wsj.com)

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