--- title: "IBM’s AI Surge on Wall Street" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/271194962.md" description: "IBM is positioned to excel in the AI market by 2025, shifting focus from data-center solutions to strategic business offerings. As of December 30, its share price was $302.45, reflecting a 1.21% decline that day, with a market cap of $282.3 billion and a 2.22% dividend yield. CEO Arvind Krishna emphasizes the potential of AI to enhance productivity without heavy investments in data centers. IBM's competitive edge lies in tailored ROI models for businesses pursuing AI, with the global AI market projected to reach $390–757 billion by 2025. Analysts predict IBM will see significant growth by 2030." datetime: "2025-12-31T09:10:49.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/271194962.md) - [en](https://longbridge.com/en/news/271194962.md) - [zh-HK](https://longbridge.com/zh-HK/news/271194962.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/271194962.md) | [English](https://longbridge.com/en/news/271194962.md) # IBM’s AI Surge on Wall Street IBM will also be well-poised to perform substantially in 2025 as a market-leading artificial-intelligence company, abandoning high-profile data-center solutions and, instead, launching strategic business offerings. On December 30, the share price was at **$302.45**, which indicates that it has risen significantly over the year but at a price that decreased by **1.21%** on the same day. The market capitalization of the company was **$282.3 billion** and the yield of the dividends was 2.22%. ## Reinventing AI Dominance The organization has never been plunging into major crises during the last century. In the 1990s, the company was led by a **CEO Lou Gerztner** who helped the company shift towards no longer making hardware but providing services. The previous decade has seen the external influence of the cloud industry into switching towards hybrid cloud services. Artificial-intelligence disruption, therefore, has turned into every area of the company; IBM joined the market later than others, but built an even better strategy in 2025, with an outcome-focused solution based on consulting and software, without investing trillion-dollars on data-centers. ## Arvind CEO Krishna Shuns Industry Hype Executive Arvind Krishna has punched holes in existing industry expectations about the returns to AI infrastructure. Recently, in an interview, he also pointed out that AI would open trillions of dollars of productivity. He concluded that there was likely “no way” these companies would make a return on their capex spending on data centers. ## Sizzling Offers and Tested Victories There is scientific evidence to prove this claim. Computer-equipment vendor IBM also clinched artificial-intelligence deals worth $9.5 billion, causing a re-outlook of the entire year in October. According to an MIT study, **95% of in-house AI pilots fail off**, and vendor partnerships have greater success rates. The competitive edge of IBM is the provision of individualized models of returns-on-investment to businesses joining the AI path, thus accessing a large market as the majority of companies are seeking AI projects. According to industry forecasts, the global AI market size was valued between ~$390–757 billion in 2025, depending on the methodology and segmentation used. ## Bright Road Ahead More importantly, IBM has not engaged in capital-expenditure battles typical of hyperscalers but targeted its long-term software (Watsonx) and consulting offerings. The adoption of AI is increasing at an unprecedented pace, and Gartner predicts “through 2026, atrophy of critical-thinking skills, due to GenAI use, will push 50% of global organizations to require ‘AI-free’ skills assessments.” IBM is also undervalued when compared to other companies in the industry, like Nvidia. Most analysts are in agreement that IBM will have a compound payoff in 2030, integrating stability and the potential of the upside with AI development. ### 相關股票 - [IBM (IBM.US)](https://longbridge.com/zh-HK/quote/IBM.US.md) ## 相關資訊與研究 - [IBM Stock Rises after Getting Government Approval for Its AI and Automation Tools](https://longbridge.com/zh-HK/news/281423705.md) - [IBM Says Quantum Computer Simulated Magnetic Material Matching Lab Results](https://longbridge.com/zh-HK/news/280614863.md) - [Ex-OpenAI's Kass: AI Is Going to Make a Lot of Winners](https://longbridge.com/zh-HK/news/281017504.md) - [The AI Revolution and The 90s Internet Boom](https://longbridge.com/zh-HK/news/281005956.md) - [Herbst Group LLC Raises Stock Holdings in International Business Machines Corporation $IBM](https://longbridge.com/zh-HK/news/281504809.md)