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Arvind Krishna: IBM's Reinvention, AI Bets and Quantum | Podcast | In Good Company, Sonic AI
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Arvind Krishna: IBM's Reinvention, AI Bets and Quantum | Podcast | In Good Company
In Good Company
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May 6, 2026
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57:14
Interview
Arvind Krishna: IBM's Reinvention, AI Bets and Quantum | Podcast | In Good Company
From
In Good Company
Arvind Krishna
(Chairman and CEO, IBM, guest)
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Executive Summary
IBM CEO Arvind Krishna details the company's strategic turnaround, focusing on a hybrid cloud and AI software-centric model, underscored by the pivotal Red Hat acquisition and the spinoff of its legacy IT services business.
IBM is pursuing a pragmatic AI strategy, deliberately avoiding the costly frontier model race to focus on smaller, cost-effective, domain-specific models for enterprise use cases, predicting that the largest models will become commoditized.
The mainframe business, once thought to be in decline, is experiencing a resurgence in growth by integrating modern capabilities like on-chip AI for real-time inference and post-quantum cryptography, making it economically superior for certain critical workloads.
IBM is making a significant long-term bet on quantum computing, viewing it as a potential multi-hundred-billion-dollar business and a critical area of geopolitical and national security importance due to its ability to break current encryption standards.
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Strategic Repositioning and Turnaround
A Pragmatic Approach to Enterprise AI
The Enduring Mainframe
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