Gajen Kandiah

Special Breaking Analysis: IBM’s Technology-Arbitrage Play—Turning Agentic AI & Durable Platforms into Enterprise Outcomes We believe IBM is executing one of the more underappreciated pivots in enterprise AI: shifting from labor arbitrage to technology arbitrage—packaging agents, durable platforms, and domain IP into repeatable workflow outcomes for regulated, complex environments. Why it matters IBM is marching toward ~50% software mix bringing margin tailwinds, while consulting is being rewired for “human + digital labor.” IBM’s “Client Zero” program mapped 490 workflows, instrumented ~70 with digital workers, and claims $3.5B in productivity gains - one proof point that outcomes, not GPUs or models, are what enterprises value. The hybrid stack (Red Hat + OpenShift AI + open-weight models) keeps latency low and inference close to data, policy, and governance - important for regulated enterprises. Partnerships (Anthropic for lifecycle governance; Groq for ultra-low-latency inference) strengthen agent reliability and cost/perf in production. Would like to see stronger ecosystem momentum. What’s working IBM claims it's seeing Agentic tractioin in customer care, back-office, and IT/SDLC and shows measurable cycle-time compression and operating leverage. Durable platforms (Z, Power, GPFS/Fusion) are being reframed as AI infrastructure to modernize, not rip-and-replace. What’s missing In our view, IBM still needs a clearer platform unifier across data, systems, and software - e.g. a WebSphere-for-AI-era - plus a stronger semantic layer to harmonize silos and feed agents with governed, actionable context. Investor angle If IBM can consistently move clients from weeks → days with packaged agent blueprints - and price on value/outcomes - our view is its momentum continues and is undervalued. We assign ~70% probability to this technology-arbitrage thesis for IBM to deliver above-market growth over the next 12–24 months. This research note based on day long analyst AMAs with Arvind Krishna Rob Thomas Ritika Gunnar Matt Hicks Mohamad Ali Ric Lewis Josephine Schweiloch Jay Gambetta & perspectives from several analysts including Matt Eastwood Crawford Del Prete Anurag Agrawal Anthony J. Bradley Rick Villars - Thanks Elizabeth Bamonte for hosting... #AI #AgenticAI #HybridCloud #EnterpriseSoftware #RedHat #Watsonx #Quantum #TechArbitrage Full post here: https://lnkd.in/ebv3VDv3

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Winning with 6G. AI-RAN will be one of the most strategic foundations of our time, leading to the refactoring of how we manage spectrum and compute. The Intelligent Infrastructure Commerce & Defense Act (IICDA) provides the necessary executive mandate to transition from legacy, siloed systems to this unified architecture, primarily funded by the CONTINUUM of Innovation Capital. Success requires a unified call to action from the nation’s most influential organizations, each of which holds a piece of the solution. Autonomy Institute, Intelligent Infrastructure Economic Zones https://lnkd.in/gYzsUPU2

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Palantir Technologies + Accenture Federal Services Partnering to tackle tech debt, long standing problems, and reduced federal workforces using the power of #AI #gai. Industry insight with powerful tech designed to reduce work and optimize the workforce while automating processes. Accenture

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It’s one thing to talk about AI - it’s another to embed it into the heartbeat of an enterprise. As our CEO, Rohit Kapoor, shares from Davos, EXL was part of the first group of companies at World Economic Forum to lead the conversation on how AI is shifting from "what if" to "how exactly." I’m proud that EXL is leading the way and shaping how we think about making Agentic AI a real part of our workflows. We aren’t just talking about what might happen; we are building the ways for AI to take action inside everyday tasks. Check out the full report below to see how we’re turning AI potential into operational excellence. #Davos2026 #AgenticAI #EXL #DigitalTransformation #WEF26 #Innovation

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IBM is making significant strides by integrating AI into its partner program, as explained by GM David La Rose. The focus on agentic AI, Watsonx, and SaaS highlights the exciting opportunities for partners in leveraging these technologies. Stay informed about these developments and their implications for the industry. Read more here: https://okt.to/edyaKr

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There are moments when you can feel the direction of technology shifting, and this is one of them 💙 As someone deeply immersed in data, AI, and the systems that power them, this is more than just an event for me; it’s a glimpse into how intelligence is being embedded everywhere, from edge to cloud! What excites me most is not just the pace of innovation, but that: • Compute moving closer to where the data is generated • The growing importance of efficiency, performance, and sustainability • The role of architecture in unlocking the next wave of intelligent systems We’re entering an era where AI is no longer a layer; it’s becoming foundational. And yes, I’ll admit it...being unapologetically obsessed with data and emerging technologies, I am so looking forward to the event! Looking forward to the ideas, the conversations, and the possibilities ahead. #AI #ArmEverywhere #DataStrategy #EdgeComputing #Semiconductors #Innovation

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The INFORMS Business Analytics Conference is filled with valuable information for professionals active in “analytics without borders” focused on the ongoing challenge of improving organizational performance. Often, as Operations Research (a term I prefer) professional our attention is drawn to technical innovation. However, as the Analytics Framework and the Edelman presentations make clear – success (improving organizational performance) requires navigating the grey areas as agent of change. The presentation by Anna Nagurney, “Trade Wars and Game Theory: Who Wins, Who loses”, is one of the hidden gems at the conference that will provide the attend the critical skills to make a difference. To start, observe she stresses that supply chain is a network, not a chain. Networks come with immense complexity. Each individual component is straight forward; it is the relationships that drive the complexity. I am sure she will touch on the current disruption the middle east. 

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As AI systems become more autonomous, trust isn't a theoretical concept. It's the defining challenge of our time. For the high-stakes professions we serve, trust, accountability, and reliability are non-negotiable.    That's why Thomson Reuters is bringing together the Trust in AI Alliance, a coalition of technical leaders from Anthropic, Amazon Web Services (AWS), Google Cloud, and OpenAI. Our mission is straightforward: to move beyond talking to doing, working collaboratively to define shared principles and engineer safeguards that ensure agentic AI systems are as trustworthy as the professionals who rely on them.    Read more here: https://ow.ly/uoO550XW7k9

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