IBM 表示，客户将_老虎社区_美港股上老虎

LanlanCC
07-15 19:31

IBM 表示，客户将原本用于 IBM Z 的支出转向了通用伺服器、存储、记忆体及其他目前预测将长期短缺的组件。

客观的解读是：资金正从 IBM Z 的传统机器转向 AI 云端建设。这是一个生存威胁。

听起来很吓人，这也是股价暴跌的主因。

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