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Game Server Hosting Platform Market to Reach USD 6.83 Billion by 2035, Owing to Growth in Multiplayer and Cloud Gaming | SNS Insider
Globenewswire· 2026-02-27 04:00
Austin, Feb. 26, 2026 (GLOBE NEWSWIRE) -- The global game server hosting platform market size was valued at USD 2.31 billion in 2025 and is expected to reach USD 6.83 billion by 2035, growing at a CAGR of 11.47% from 2026 to 2035. The game server hosting platform market is experiencing significant growth due to the esports industry's rapid expansion, the growing demand for high-performance and low-latency gaming experiences, and the increasing prevalence of cloud-based and multiplayer gaming. Download PDF ...
Omnilogy to Attend PowerUp 2026, the Largest IBM i Community Event in the World
Businesswire· 2026-02-26 19:02
NEW YORK--(BUSINESS WIRE)--Omnilogy, a global technology developer focused on the IBM i environment, will be attending PowerUp 2026, sponsored by Common.org. The Omnilogy team will have a table at booth #604 on the show floor, and will be giving a presentation entitled "AI-Driven Observability for IBM i: From Alerts to Predictive Insights†at 3:15 PM on Tuesday, April 28th. "IT Architect Maciej Wielgus and I are honored to present at this year's prestigious PowerUp event,†says i-Rays General M. ...
Can IBM's New Defense Contract Win Boost Top-Line Growth?
ZACKS· 2026-02-26 16:32
Key Takeaways IBM secured a five-year, up to $112M DeCA contract to upgrade ESL systems at 235 commissaries worldwide.The deal enables real-time price updates, cuts manual work, and supports DoW's digital transformation goals.IBM also launched its Defense Model AI to aid secure military planning and decision-making missions.International Business Machines Corporation (IBM) has secured a five-year contract worth up to $112 million from the Department of War's (DoW) Defense Commissary Agency (DeCA) to upgrade ...
IBM高管回击AI冲击:市场搞错了焦点
Di Yi Cai Jing· 2026-02-26 11:30
"代码转换是一回事,平台现代化则完全是另一码事。" 但在Rob Thomas看来,IBM大型机的真正价值其实与COBOL语言本身无关,而在于平台自身的特性: 它是一个从底层芯片到操作系统都经过专门打造的架构,无论承载的应用是用COBOL、Java还是其他 语言,该平台都能提供同样的保障。而现代化的挑战并非COBOL这门语言的问题,它关乎的是支撑应 用运行、实现系统集成所需的一切。 "仅仅转换COBOL语言,丝毫改变不了这些根本。"他强调,"真正艰巨的工作在于数据架构的重构、运 行时环境的替代、事务处理完整性的保障,以及平台自身所承载的所有非功能性需求,这是一项系统级 的工程。 为了形象地说明这一点,Rob Thomas用了一个比喻:"就像iOS和iPhone——你或许能做出一个功能相似 的替代系统,但它几乎不可能取代那十亿部正在使用的iPhone。真正卓越的性能,源自于软硬件的紧密 结合、处理器级的专属加速、I/O子系统的精巧优化,以及数十载持续不断的性能调校。" Anthropic砸崩IBM股价后,IBM回击。 在IBM股价遭遇25年来最惨烈单日暴跌的三天后,该公司高级副总裁、软件主管兼首席商务官Rob T ...
2026企业AI展望:三大新技术趋势
Sou Hu Cai Jing· 2026-02-26 09:00
2026年,人工智能将成为技术与工业界中最亮眼的明星。Granter预测,2026年全球人工智能(AI)总支出将达到2.52万亿美元,同比增长44%。作为科技界 代表的IBM公司,宣布在2025年第四季度已经实现生成式人工智能业务规模突破125亿美元,公司在营收、利润和自由现金流方面的表现均超预期。 所谓因果AI或称为因果推理的出现,是因为当前的AI智能决策体系主要基于由大语言模型LLM所构建的知识图谱,而智能体在进行决策的过程中还需要理 解决策与结果之间的因果关系,也就是事件为什么、如何发生,以及建立与此相应的数学模型。 在2022年的Gartner人工智能技术成熟度曲线中,因果AI处于技术萌芽期,到了2026年开始进入到实用阶段。IBM专家指出,因果推理主要为决定一个变量是 否导致另一个变量变化的过程。因果推理算法源于流行病学、公共健康、计算经济学和数据科学等不同领域,并广泛在健康医疗、社会科学和各类决策中应 用。 在CES 2026上有很多机器人等令人眼花缭乱的产品,但总结下来体现了智能终端从设备迈向智能生产生活方式的关键转折,无论是企业用户还是消费者的 关注点都从单一硬件转向产品能否切实节省时间、降低 ...
民众担忧“AI泡沫”,多家公司股价大跌,“末日报告”令美国陷入恐慌
Huan Qiu Shi Bao· 2026-02-25 22:55
【环球时报记者 马梦阳 环球时报驻美国特约记者 卓然】一篇描绘人类在人工智能(AI)时代走向"末 日"的假设性报告近日在美国"走红",并引发多家科技和金融公司股价大幅下跌。据英国《独立报》报 道,这份由西特里尼研究公司于上周日发布的《2028全球智能危机》报告,描绘了人工智能对美国经济 的威胁,以及由此可能引发的"全球智能危机"。尽管部分专家认为市场对报告设想的极端情况反应过 度,但这无疑凸显了投资者当下对"AI泡沫"的警惕已达到相当高的水平。 假设情景扰乱华尔街 据英国《卫报》报道,最新的警示来自美国西特里尼研究公司,该公司专注于对"变革性的重大趋势"进 行分析。其报告描绘了一个想象中的未来场景:自主的人工智能系统将彻底改变美国经济。该报告称, 在其设想的情景下,一系列由人工智能广泛使用所引发的事件将冲击软件公司,并向外蔓延,影响到私 人信贷和抵押贷款,最终形成难以遏制的恶性循环。《卫报》直言,这就像"没有刹车的反馈循环"。 对于这份报告描绘的场景,专家看法不一。"这完全是典型的末日题材内容,总会受到读者和市场评论 员的追捧。"盛宝金融分析师尼尔·威尔逊如是说道。"我不认为事情会如他们所描述的那样发展,但这 ...
IBM no longer a Sell, says UBS as analysts upgrade stock
Proactiveinvestors NA· 2026-02-25 20:39
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
5 industries that have gotten rocked by the AI 'scare trade' defining markets this year
Yahoo Finance· 2026-02-25 16:47
Group 1: AI Impact on Industries - Investors are increasingly concerned that rapid advancements in AI could significantly impact the business models of iconic S&P 500 companies, leading to a broader sell-off across various industries [1][2] - The phenomenon has been termed the "AI Scare Trade," with fears of job losses in middle-class, white-collar sectors due to automation [2] Group 2: Software Sector - The initial signs of market disruption appeared in the enterprise software sector, where concerns arose that AI tools from companies like Anthropic could diminish the need for traditional data analytics and research services [4] - Major software companies have seen significant stock declines, with Salesforce down nearly 30%, Adobe dropping 25%, and ServiceNow also declining by 30% year to date [5] - The Tech-Software Sector ETF remains down 26% year to date, despite Anthropic's announcement of new software partnerships [6] Group 3: Cybersecurity Sector - Cybersecurity firms have also been affected, particularly after Anthropic introduced a new security tool, leading to declines in shares of CrowdStrike, Zscaler, and Cloudflare [8]
UBS Upgrades IBM, Sees More Balanced Expectations Ahead
Yahoo Finance· 2026-02-25 16:45
Core Viewpoint - International Business Machines Corporation (IBM) is facing significant challenges due to advancements in AI technology that could impact its legacy systems and business model, particularly in relation to COBOL programming [3][4][6]. Group 1: Stock Performance and Analyst Ratings - UBS upgraded IBM from Sell to Neutral with a price target of $236, indicating a more balanced outlook following recent stock volatility [2]. - On February 23, IBM shares experienced a notable decline of approximately 13.2%, closing at $223.35, primarily due to concerns raised by Anthropic's announcement of its Claude Code AI tool [3]. Group 2: Impact of AI on Legacy Systems - IBM has historically supported COBOL-based systems, which are critical for various operations such as banking and retail [4]. - The introduction of AI tools like Anthropic's Claude Code can automate the modernization of COBOL code, which has traditionally been a complex and costly process [5]. - The decline in the number of COBOL programmers has made AI tools increasingly valuable, as they can expedite the analysis and updating of large codebases [5]. Group 3: Broader Industry Concerns - The developments surrounding AI have raised broader concerns among investors regarding its potential impact on established technology companies, including IBM [6]. - IBM operates in the hybrid cloud, AI, and consulting sectors, with its business divided into four main segments: Software, Consulting, Infrastructure, and Financing [6].
IBM Bounces Back After Upgrade, Defense Contract
Schaeffers Investment Research· 2026-02-25 14:44
Core Viewpoint - IBM's stock is experiencing a slight increase following an upgrade from UBS, indicating a more favorable risk-reward profile despite ongoing concerns in the AI sector [1] Group 1: Stock Performance - IBM's stock is trading 1.6% higher at $233.02 after UBS upgraded its rating to "neutral" from "sell" with a price target of $236 [1] - The stock had previously dropped 13% to a low of $220, marking its lowest level since April, amid broader AI disruption concerns [1] - IBM's stock has decreased over 28% from its record high of $324.90 on November 12 and is still down 20% year to date [1] Group 2: Analyst Insights - UBS cited a more balanced risk-reward skew for IBM, despite recent volatility in the AI sector [1] - Morgan Stanley cut its price target for IBM from $304 to $247, expressing concerns that Anthropic's Claud could disrupt IBM's mainframe business [1] Group 3: Technical Indicators - Following the recent decline, IBM's 14-Day Relative Strength Index (RSI) fell to 24, indicating the stock may be due for a short-term bounce [2] - IBM's stock has shown a tendency to exceed volatility expectations, reflected in its Schaeffer's Volatility Scorecard (SVS) rating of 70 out of 100 [2]