IBM Capitalizes on Hyperscaler AI Infrastructure Growth, Reports Mixed Q3 Results
IBM’s CFO reveals the company is a direct beneficiary of hyperscaler AI infrastructure investments. While Q3 2025 showed 9% revenue growth, results fell short of analyst expectations despite strong performance in hybrid infrastructure and mainframe segments.
IBM Positions Itself as Hyperscaler AI Beneficiary
IBM is reportedly positioning itself as a “direct beneficiary” of hyperscaler investments in artificial intelligence infrastructure, according to statements made during the company’s third-quarter earnings call. Chief Financial Officer Jim Kavanaugh indicated that rather than competing directly with cloud giants, IBM is leveraging partnerships to drive growth in both software and consulting segments.