Tech Disruptors

IBM CEO on Enterprise AI and Software Strategy

November 10, 2026·49 min
Episode Description from the Publisher

“In three years from now, 80% of all enterprise token usage will be on open weight or a model that the enterprise chooses where it runs,” Arvind Krishna, chairman and CEO of IBM, tells Bloomberg Intelligence senior technology analyst Anurag Rana in this episode of the Tech Disruptors podcast. The pair also discuss where enterprises are in AI adoption, why unlocking data across systems is critical to scaling agents and how AI could reshape software, application modernization and technology services. Krishna predicts enterprise technology spending will likely double over the next five to 10 years as a percentage of revenue from roughly 5-6% today, as AI drives greater spending on agents, applications, data and workflow modernization.

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