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Jul 17, 2026, 18:44 Arvind Krishna Rebuilt IBM Around Software. Now He Has to Make the AI Stack Outrun the Mainframe Cycle

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Arvind Krishna, Chairman, President and Chief Executive Officer of IBM

Arvind Krishna Rebuilt IBM Around Software. Now He Has to Make the AI Stack Outrun the Mainframe Cycle

Arvind Krishna made IBM smaller, more software-led and more profitable. A second-quarter shortfall now tests whether Confluent, Red Hat and watsonx can produce growth independent of the mainframe cycle.