Yazılar

IBM’s Cloud Growth Slows Despite Strong AI Mainframe Demand and Solid Q3 Results

/in /tarafından

IBM reported third-quarter revenue and profit that beat market expectations, but investor optimism dimmed as growth in its key cloud software division slowed. The company’s shares fell 5% in after-hours trading, despite strong results driven by soaring demand for its new AI-powered mainframe systems.

Revenue in the hybrid cloud unit, which includes Red Hat, rose 14% compared to 16% in the previous quarter — a slowdown that raised investor concern about IBM’s ability to fully capitalize on the global cloud boom. Total quarterly revenue reached $16.33 billion, surpassing analyst estimates of $16.09 billion, according to LSEG data.

CEO Arvind Krishna said IBM expects Red Hat’s growth to return to mid-teen levels by 2026. Analysts noted that the deceleration in software sales may disappoint investors, given the segment’s high margins. However, IBM’s infrastructure division, housing its mainframe business, was a standout performer with revenue up 17% to $3.56 billion.

The new mainframe, optimized for AI workloads, is being widely adopted in the financial sector due to its data security and encryption strengths. IBM’s total AI-related business has grown to $9.5 billion, up $2 billion from the previous quarter. The company raised its full-year outlook, now expecting revenue growth above 5% at constant currency.

Metagenomi Uses Amazon’s AI Chips to Power Next-Gen Gene Editing

/in /tarafından

Biotech company Metagenomi (MGX.O) has begun using Amazon Web Services’ custom AI chips to accelerate the discovery of new gene-editing technologies, marking one of the first major biotech applications of Amazon’s in-house silicon beyond large language models and chatbots.

The Emeryville, California-based firm, which is developing tools to deliver gene therapies directly into human cells, said AWS Inferentia chips have given it a major cost advantage over Nvidia’s AI hardware, cutting computational expenses by about half while maintaining comparable performance.

Metagenomi’s approach relies heavily on artificial intelligence to design and test enzymes capable of safely editing DNA. The company scans nature for rare proteins that might serve as effective delivery vehicles for genetic material and then uses AI to generate millions of variants in search of the most effective designs.

“We generated over a million different proteins from a rare class of enzymes used in gene editing,” said Chris Brown, Metagenomi’s head of discovery. “It was a clear cost advantage to use the Inferentia platform. Unless you cast a broad enough net early, you risk missing key breakthroughs entirely.”

Amazon’s Inferentia chips, first introduced in 2019 to enhance the AI capabilities of its Alexa virtual assistant, are now being used by other industries beyond software — with biotechnology emerging as a new frontier for AI-driven hardware.

By applying cloud-based AI to the complex problem of gene delivery and editing, Metagenomi hopes to make treatments for genetic disorders faster and more affordable, while demonstrating how custom AI infrastructure can accelerate scientific discovery.

OpenAI Launches ChatGPT Atlas Browser, Taking Direct Aim at Google Chrome

/in /tarafından

OpenAI unveiled ChatGPT Atlas on Tuesday, its first AI-powered web browser, positioning it as a serious challenger to Google Chrome’s dominance. Built around the company’s flagship chatbot, Atlas integrates conversational search, task automation, and real-time web interaction into one platform — a move that could reshape how users navigate the internet.

With more than 800 million weekly ChatGPT users, OpenAI aims to extend its reach into everyday browsing, potentially capturing vast amounts of consumer interaction data and accelerating the shift from keyword searches to AI-driven query synthesis. The launch triggered market ripples, with Alphabet (GOOGL.O) shares falling 1.8% in afternoon trading.

Atlas introduces features such as a ChatGPT sidebar that summarizes articles, compares products, and extracts data directly from websites. A premium “agent mode” allows ChatGPT to autonomously complete online tasks, from trip planning to shopping. In a live demo, the AI browsed for a recipe, then purchased all listed ingredients via Instacart, demonstrating what OpenAI calls “autonomous digital agency.”

The browser debuted on Apple’s macOS, with Windows, iOS, and Android versions coming soon. OpenAI CEO Sam Altman said the launch represents the company’s broader mission to “reimagine how people interact with information and the web.”

The move intensifies OpenAI’s rivalry with Google, which has been embedding its Gemini AI model into Chrome and search results. Google Chrome still commands 71.9% of the global browser market, according to StatCounter, but analysts say Atlas could erode that lead — especially if OpenAI enters the digital advertising space.

“Integrating chat into a browser is a precursor for OpenAI to start selling ads,” said Gil Luria, analyst at D.A. Davidson. “If it does, it could take a meaningful share of search advertising from Google, which currently holds about 90% of that market.”

The launch of Atlas marks a new phase in OpenAI’s challenge to Big Tech dominance, potentially transforming how people browse, search, and transact online — and redefining the balance of power in the AI era.