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WSJ Tech News Briefing · Thursday, July 30, 2026

IBM Faces Market Shift as Customers Prioritize AI Hardware Over Software

IBM is reportedly racing to demonstrate profitability in the quantum computing field, following its largest stock drop in history. This downturn occurred as customers shifted their spending priorities from software to AI hardware and memory chips.

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IBM is racing to show that its business in the nascent field can be profitable after the company suffered its biggest share drop in history earlier this month as customers shifted spending from software to AI hardware and memory chips.
Danny Lewis
Heard on WSJ Tech News Briefing — “TNB Tech Minute: EU Calls For Building Seven AI Gigafactories, published Thursday, July 30, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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