If IBM would ship a piece of affordable hardware that can run large LLMs efficiently I'd be lining up.

I didn't think that IBM had gear that mortals would want to run. If you're not running a mainframe, what do they have to sell you? They still sell Power servers and it looks like they have an AI card that can be used on both. But, if we're talking about the IBM CEO talking about on-premises, what are they really talking about hardware-wise? It's not something they would sell, is it?

This is more of a statement for their consulting customers, right?

Yes but unironically? IBM should be what NVIDIA would be competing with their NVL72 and DGX products. It doesn't make sense that IBM is just watching NVIDIA take its lunch.

Not till Jensen buys his next leather jacket.