Curated by
JD Audena
life’s better when it’s bold, curious, and a little chaotic | building & becoming always | in service of the future | fellow omnipotentialite and friend to @KyleHudson
stacklist.com/jdaudena
life’s better when it’s bold, curious, and a little chaotic | building & becoming always | in service of the future | fellow omnipotentialite and friend to @KyleHudson
More in Signals Served #020 — Intelligence Got Cheap in Public
See all 15 →Signals Served #020 — Intelligence Got Cheap in Public
thevcconcierge.com
China's 2.8-Trillion-Parameter Kimi K3 AI Model
tomshardware.com
Model Inference Pricing Explanation - Kimi API Platform
platform.kimi.ai
More from JD Audena
See all stacks →New York Fintech Week Events 2025
7 cards · Finance
New York Fintech Week People
36 cards
Startup Roster
11 cards · Finance
Arvind Krishna's Letter to IBM Investors
IBM's preliminary Q2 2026 investor letter from CEO Arvind Krishna reports $17.2 billion in revenue, up 1 percent, with software revenue up 5 percent but infrastructure revenue down 7 percent due to client capex reprioritization and cybersecurity distractions. The letter highlights bright spots including Red Hat's 11 percent growth, strong distributed infrastructure performance, and the launch of Lightwell, a $5 billion AI initiative backed by over 20,000 engineers.
Built for AI agentsACO · 3589 tokens
Summary
IBM's preliminary Q2 2026 investor letter from CEO Arvind Krishna reports $17.2 billion in revenue, up 1 percent, with software revenue up 5 percent but infrastructure revenue down 7 percent due to client capex reprioritization and cybersecurity distractions. The letter highlights bright spots including Red Hat's 11 percent growth, strong distributed infrastructure performance, and the launch of Lightwell, a $5 billion AI initiative backed by over 20,000 engineers.
Tags
ibm · quarterly-earnings · financial-results · investor-letter · software-revenue · mainframe · enterprise-ai
Key entities
Arvind Krishna (person, 1) · IBM (organization, 1) · Red Hat (organization, 0.95) · HashiCorp (organization, 0.9) · Confluent (organization, 0.85) · z17 (technology, 0.95) · Lightwell (technology, 0.9) · Mythos (technology, 0.8) · Armonk, N.Y. (location, 0.95) · GenAI (concept, 0.85) · free cash flow (concept, 0.8)
Classification
memo · language en · status final
Provenance
claude-opus-4-6 via @stacklist/mcp-server@2.0.0, confidence 0.85, 21 Jul 2026