Anissa Gardizy

speaker

30 appearances 1 recordings 1 series first heard Jul 2026 last heard 23 Jul

Anissa Gardizy’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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WSJ What’s News · Trump Administration Announces New Tariffs on Over 80 Countries · 23 Jul 2026 podcast

They sell to enterprise customers who haven't yet moved some of their most important workloads to the cloud.

And investors believed IBM when they said that AI was a tailwind for them and that customers really needed to buy more mainframes so that they could do more AI work.

But as we saw last quarter, that actually wasn't the case.

And IBM became discretionary spending for customers.

Luckily for IBM, the CEO was kind of referring to this reality, which is that a lot of large enterprises don't yet know how they're going to leverage AI.

So in a way, it's giving IBM a little bit of time to figure it out.

A lot of enterprises are still using IBM for mainframes because that's where a lot of their most important workloads are.

where banks are processing transactions and where enterprises are processing employee data and accounting data.

So they don't expect that to move overnight, but AI is definitely a reason that it could move.

That was journal reporter Anissa Gardizi.

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