Dragging the mainframe into the AI era
Today: IBM and Arm strike a partnership to keep customers on mainframes as AI coding agents circle a modernization opportunity, Google drops a new open model, and the latest enterprise moves.
It became clear in 2023 that the incredible growth in enterprise tech spending during the early years of the pandemic was a mirage, rather than a new baseline. Redpoint's Scott Raney isn't sure how quickly the good times will return.