Subvolts take IBM's CEO discusses enterprise AI and why he sees no AI bubble, offering a stable view. Dec 1, 2025 - Business
- Learn how a major enterprise tech company is adapting its strategy for generative AI and the current market.
This interview provides a perspective from a major enterprise technology leader on the current AI landscape and market stability.
IBM CEO Arvind Krishna says there is no AI bubble after all
Audio streams from The Verge. Your place is remembered on this device.
From Subvolts
Summary and analysis by Subvolts editorial, AI-assisted.
Decoder host Nilay Patel interviews IBM CEO Arvind Krishna about the company's enterprise business and its pivot to generative AI. Krishna believes there is no AI bubble, despite IBM's early entry into deep learning with Watson. The conversation covers IBM's current booming enterprise sector and its future in the LLM era.
IBM's CEO talks about how his company is doing in the current AI excitement. He thinks the AI market is strong and not just a temporary fad. This matters because IBM is a big computer company, and its view on AI affects many businesses.
This episode offers insight into how a legacy tech giant like IBM is navigating the current AI boom. It's for business leaders and tech observers interested in enterprise AI adoption and the strategic shifts required to stay relevant. Listeners will learn about IBM's perspective on the AI market's health and its approach to integrating new generative AI technologies, contrasting with the hype around consumer-facing AI models from frontier labs.
- HostNilay Patel
- GuestArvind KrishnaCEO, IBM
- Guest: IBM CEO Arvind Krishna
- Show: Decoder with Nilay Patel
- Length: 70 minutes
- IBM's AI Stance: No AI bubble
- IBM's AI Transition: From Watson-style deep learning to LLMs and generative AI
IBM was instrumental to the entire 20th century of computing — but it's a lot harder for most of us to see what it's been up to during this century. That's because it's fully an enterprise company, and CEO Arvind Krishna says that business is booming.
But there’s a huge change coming to that business as well, as Watson-style deep learning has given way to LLMs and generative AI. Sure, Arvind says IBM got there a little too early. But he doesn’t seem concerned that IBM would be stuck on the sidelines.
Read the full interview transcript on The Verge.
Links:
- Computer wins on ‘Jeopardy!’: Trivial, it’s not | New York Times (2011)
- What Ever Happened to IBM’s Watson? | New York Times (2021)
- America Forgot About IBM Watson. Is ChatGPT Next? | The Atlantic
- IBM acquires Red Hat | The Verge
- IBM and Groq Partner to Accelerate Enterprise AI Deployment | IBM
- IBM’s Jerry Chow on the future of quantum computing | Decoder
- IBM: quantum computing partnership with AMD is bearing fruit | The Verge
Subscribe to The Verge to access the ad-free version of Decoder!
Credits:
Decoder is a production of The Verge and part of the Vox Media Podcast Network.
Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright. Our editorial director is Kevin McShane.
The Decoder music is by Breakmaster Cylinder.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
- LLMs
- Arvind Krishna
- large language models, the technology behind AI chatbots like ChatGPT
- generative AI
- Arvind Krishna
- AI that can create new content like text, images, or code
30 minScience, Innovation, and Economic Growth: OpenAI’s Ronnie Chatterji
WithRonnie Chatterji
1 h 28Pedro Domingos: Tensor Logic Unifies AI Paradigms
WithPedro Domingos
32 minUnlocking AGI: How Life Changes for Everyone w/ Jack Hidary, Salim Ismail & Dave Blundin | EP #213
WithJack Hidary, Salim Ismail, Dave Blundin
Questions people ask
- Is IBM concerned about the current AI market being a bubble?
- IBM CEO Arvind Krishna states that he does not believe there is an AI bubble.
- How is IBM adapting to the rise of LLMs and generative AI?
- IBM is transitioning its enterprise business from Watson-style deep learning to focus on LLMs and generative AI, acknowledging they entered the deep learning space early.
Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to The Verge.