Arvind Krishna
Indian American business executive and CEO of IBM
I think that in 2028 or '29, you'll see it have a measurable impact on our top line and bottom line.
Arvind Krishna · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/30/26 · 2026-07-30I think that you should give yourself 3 or 4 years. And at that point, I would get rather paranoid about it.
Arvind Krishna · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/30/26 · 2026-07-30So it's the CapEx piece that impacted our miss in the quarter, in the second quarter, not really the direct spending on AI. That actually will turn out to be a boon for us, a tailwind, not a headwind.
Arvind Krishna · Squawk on the Street · 10AM Hour: Google Cloud CEO, IBM CEO, Tesla’s Worst Day in More Than a Year 7/23/26 · 2026-07-23
- $IBM — 3 mentions
- $SBUX Starbucks — 1 mention
- $SPCX SpaceX — 1 mention
- Squawk on the Street · 10AM Hour: Google Cloud CEO, IBM CEO, Tesla’s Worst Day in More Than a Year 7/23/26 · 2026-07-23
- Masters of Scale · IBM’s $10 billion bet on what comes after AI · 2026-06-18