In Good Company with Nicolai Tangen HIGHLIGHTS: Arvind Krishna - CEO of IBM
28 snips
May 8, 2026 
Arvind Krishna, Chairman and CEO of IBM who led its shift into hybrid cloud, AI and quantum after 35 years, shares marquee topics. Short takes on why he bet early on AI. A plain explanation of quantum and its first use cases. Reflections on reshaping a trusted but dated company and the mindset needed to take bold risks.
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IBM Is A Hybrid Cloud And AI Software Company
- IBM is now largely a hybrid cloud and AI software company driving almost half its revenue from that portfolio.
- Arvind Krishna states consulting is a third of revenue and hardware just 20%, correcting the common perception of IBM as primarily hardware.
Relevance Over Short Term Revenue Revived IBM
- IBM's core strength was trust but it was seen as part of the past, so Krishna focused on relevance for clients' future needs.
- He doubled down on hybrid cloud and data sovereignty starting from portfolio choices in 2019.
AI's Impact Rivals The Internet
- Krishna bet on AI in 2019 because data volume would demand technologies to extract value and AI was the only clear unlock.
- He compares AI's impact to the internet and sees it larger than mobile and cloud.