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The gap between expanding mainframe hardware capacity and software adoption is the pressure point IBM CEO Krishna is now managing with investors.
Faced with concern that artificial intelligence could erode IBM's software revenue, Krishna pushed back: he highlighted strong mainframe hardware capacity growth and said the software business should "catch back up" within a year.
The hardware-to-software timing gap Mainframe economics follow a recognizable pattern.
Hardware capacity tends to grow first, and software workloads fill in behind it as enterprises commit to new deployments and expand existing ones.
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