{"slug": "ibm-s-mainframe-sales-get-mugged-by-ai-hardware-panic", "title": "IBM's mainframe sales get mugged by AI hardware panic", "summary": "IBM reported disappointing Q2 financials as customers diverted mainframe budgets to AI hardware purchases ahead of expected price increases, CEO Arvind Krishna said. The shift reflects a broader industry panic over AI infrastructure spending, impacting traditional enterprise hardware sales.", "body_md": "### MOST POPULAR\n\n[AI](https://beta.theregister.com/tag/ai)\n\n-\non-prem\n\n#### IBM's mainframe sales get mugged by AI hardware panic\n\nCEO Krishna: Customers blew their Z budgets on servers and storage before prices spike, Q2 financials 'disappointing'\n\n-\nAI and ML\n\n#### Anthropic's extravagant tokenizer complicates AI pricing\n\nToken consumption doesn't tell the whole tale but it shouldn't be ignored\n\n-\nsystems\n\n#### Zuck's AI ambitions put Meta on course to become America's next big cloud provider\n\nRenting out spare compute is simply the natural progression for any sufficiently large infra company\n\n-\nAI and ML\n\n#### The price is wrong: AI cost calculation has to consider task completion rates, not just token costs\n\nCheap can be expensive\n\n-\nai and ml\n\n#### Microsoft chief turns hostile on frontier AI labs, warns companies to guard their IP\n\nLock it down, warns Satya Nadella, seemingly forgetting the billions Redmond chipped in to OpenAI back in the good old days\n\n[Infosec](https://beta.theregister.com/security)\n\n-\nSecurity\n\n#### Russians are posing as Signal support to launch phishing attacks\n\nPLUS: US takes down Iranian propaganda sites; Marketing company asks 'Why Do We Have Your Information?' And more!\n\n-\nSecurity\n\n#### Microsoft patches failed to fix on-prem SharePoint, which is now under zero-day attack\n\nPLUS: China upgrades smartphone surveillance tools; Ring eases anti-snooping stance; and more\n\n-\nBlack Hat and DEF CON\n\n#### DEF CON Franklin project enlists hackers to harden critical infrastructure\n\nVoting village reports have been so successful, says Jeff Moss, that the whole of DEF CON will now be included\n\n-\nSecurity\n\n#### EQT buys majority share in Swiss cybersecurity biz Acronis\n\nWent at equivalent of $3.5B+ valuation for entire firm, though portion sold not specified\n\n-\nMalware Month\n\n#### Ten years since the first corp ransomware, Mikko Hyppönen sees no end in sight\n\nOn the plus side, infosec's a good bet for a long, stable career\n\n[FOSS](https://beta.theregister.com/tag/FOSS)\n\n-\n#### Baddies caught exploiting extensions bugs with perfect 10 scores on vulnerable Joomla websites\n\nFlaws in iCagenda, Balbooa Forms extensions can impact open source CMS that powers a million sites worldwide\n\n-\n#### Frame: A new X11 server – implemented directly in assembly\n\nJoins yserver, Phoenix, and of course XLibre – and outlier Arcan\n\n-\n#### Cinnamon 6.8 will support Wayland – if you want it\n\nNext version of Linux Mint’s desktop has both kinds of display server\n\n-\n#### KDE Plasma users face a dire omen of change: 6.6.6 arrives\n\n6.7 is now current, and in 6.8 you're getting Wayland whether you like it or not\n\n-\n#### Collabora releases CODE 26.04 as rivalry between FOSS cloudy office suites heats up\n\nNow with Markdown support and smarter formula error handling – plus integrated AI, though it's off by default\n\n-\n#### Blast from the past as GIMP 0.54 is revived in Flatpak form\n\nRetro-computing fun for the nostalgic with first (and last) release to use Motif instead of GTK", "url": "https://wpnews.pro/news/ibm-s-mainframe-sales-get-mugged-by-ai-hardware-panic", "canonical_source": "https://www.theregister.com/on-prem/2026/07/14/ibms-mainframe-sales-get-mugged-by-ai-hardware-panic/5271230", "published_at": "2026-07-14 14:16:36+00:00", "updated_at": "2026-07-14 14:20:58.402413+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-products"], "entities": ["IBM", "Arvind Krishna"], "alternates": {"html": "https://wpnews.pro/news/ibm-s-mainframe-sales-get-mugged-by-ai-hardware-panic", "markdown": "https://wpnews.pro/news/ibm-s-mainframe-sales-get-mugged-by-ai-hardware-panic.md", "text": "https://wpnews.pro/news/ibm-s-mainframe-sales-get-mugged-by-ai-hardware-panic.txt", "jsonld": "https://wpnews.pro/news/ibm-s-mainframe-sales-get-mugged-by-ai-hardware-panic.jsonld"}}