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    kcarruthers (kcarruthers@infosec.exchange)'s status on Monday, 08-Dec-2025 01:35:18 JST kcarruthers kcarruthers

    IBM's CEO walked through some napkin math on data centers— & said there's "no way" to turn a profit at current costs.
    "$8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest," Arvind Krishna said

    https://www.businessinsider.com/ibm-ceo-big-tech-ai-capex-data-center-spending-2025-12

    In conversation about a month ago from infosec.exchange permalink

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    1. Domain not in remote thumbnail source whitelist: i.insider.com
      IBM CEO says there is 'no way' spending trillions on AI data centers will pay off at today's infrastructure costs
      from Henry Chandonnet
      IBM CEO Arvind Krishna walked through some napkin math on Big Tech's AI data center spending — and raised some doubts on if it'll prove profitable.

    2. https://media.infosec.exchange/infosec.exchange/media_attachments/files/115/678/241/414/514/715/original/e09792904880b766.jpeg

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