---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000796962.md"
description: "IBM's software was hit as these were to be ran on their proprietary z17 mainframes (massive centralised supercomputer hardware). The capex for 3rd party servers (think Lego blocked CPU-GPU) engines is for AI workloads which is a different use case from z17. So it's not spending rotating from software to hardware per se, but to build a new gen of infrastructure for the age of AI."
datetime: "2026-07-15T06:30:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000796962.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000796962.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000796962.md)
author: "[LazyCat](https://longbridge.com/en/profiles/16872684.md)"
generator: "portal-rs"
---

# IBM's software was hit as these were to be ran on …


### Related Stocks

- [IBM.US](https://longbridge.com/en/quote/IBM.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**