IBM Think, Musk-Anthropic Deal Dominate AI Week

IBM Think saw CEO Arvind Krishna position the company as a control plane for AI and quantum infrastructure, introducing the rise of the AI builder persona. Analysts at theCUBE Research praised IBM's Red Hat platform but noted Krishna may have undersold the company's potential, while flagging quantum computing as IBM's best shot at reclaiming market dominance. Elsewhere, SpaceX surprised the industry by giving Anthropic its full compute capacity, previously used for Grok. Analysts say the deal underscores compute as the defining constraint of the AI era, while Intel and Nvidia partnership news signals a broader shift in how capital and infrastructure will shape the competitive AI landscape.