Every IBM Investor Should Keep an Eye on This Number

One loosely defined number underscores the long-term business heft of Big Blue's AI business.

Apr 18, 2025 - 13:31
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Every IBM Investor Should Keep an Eye on This Number

A single number underscores how quickly IBM (NYSE: IBM) is tapping into the artificial intelligence (AI) opportunity right now.

Have you heard of Big Blue's so-called book of business for generative AI contracts? Here's a primer.

The Watsonx generative AI platform was unveiled in May 2023, about six months after OpenAI's big ChatGPT launch and three months after Alphabet presented its Gemini tool (née "Bard").

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