IBM and AI: why a weak quarter doesn’t mean the end of mainframe

IBM reported weaker-than-expected results, but the company insists AI is not killing the mainframe.

The biggest hit came from the infrastructure business. Mainframe sales fell 42%, dragging down the quarter.

IBM says this is not a rejection of the platform, but a delay in purchasing. Some customers postponed buying after steep price increases on other hardware, up 15–30%.

Management maintains that demand has not disappeared — deals are simply shifting in time.

Why it matters: even in the AI boom, legacy enterprise platforms remain part of critical IT architecture.

What do you think — will mainframe stay relevant for a long time?
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