IBM在刚刚公布的2024年第四季度财报中交出了喜人的成绩。软件业务收入创5年来最大增长,增长高达10%,达到79.2亿美元。这在很大程度上得益于公司在人工智能领域的布局获得回报,客户开始采购IBM的生成式AI相关产品和服务。
财报显示,IBM人工智能业务已有超过50亿美元的订单。公司于2023年上半年将"Granite"系列AI模型开源,与构建私有围墙、向用户收费的竞争对手形成了鲜明的差异化。IBM这一创新性举措被市场高度认可,认为公司AI业务拥有持续增长的强劲动能。
分析师普遍看好IBM的人工智能转型。在企业加速数字化进程的大环境下,IBM在人工智能、软件咨询和基础设施领域的一体化优势将为其带来全面的增长机会。投资者对公司在未来保持高速发展前景充满信心。
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