“I'll point out to you underlying GPU pricing, which is what all of these things run on, has doubled in the last six months on a per hour basis.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
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More from Arvind Krishna
PredictionNot checkable as stated
Krishna: Foundation AI models will become commodities within one to three years
“I think foundation models are going to become commodities. By the way, not that far out. Is it a year? Is it two years? Is it three years? Commodities doesn't mean that they don't have value. Gold is a commodity. So is iron. So commodities means that there is …”
Arvind KrishnaJun 23, 2026▶ 6:44IBM's $10 billion bet on what comes after AI (with CEO Arvind Krishna) | Masters of Scale
PredictionOpen · timeframe Jun 2027
Krishna: AI token pricing will rise significantly to justify capital investments
“Second, I think that right now the token price on all of these is going to go way up. It just has to justify the capital investments.”
Arvind KrishnaJun 23, 2026▶ 7:05IBM's $10 billion bet on what comes after AI (with CEO Arvind Krishna) | Masters of Scale
Insight
Krishna: Building vertical solutions instead of building blocks early in tech is a mistake
“As opposed to creating building blocks, we wanted to create solutions in verticals. That I think is a mistake as technology shows in the beginning.”
Arvind KrishnaJun 23, 2026▶ 5:25IBM's $10 billion bet on what comes after AI (with CEO Arvind Krishna) | Masters of Scale
Insight
Krishna: Enterprise AI Deployers Do Not Need Computer Science PhDs
“I think curiosity willingness to adapt is more important. I think we're getting hung up on, I need to know AI, like a PhD in computer science. I think that's the wrong thing, because that's for the inventors of AI. That's not needed for the deployers of AI.”
Arvind KrishnaJun 23, 2026▶ 12:36IBM's $10 billion bet on what comes after AI (with CEO Arvind Krishna) | Masters of Scale
PredictionNot checkable as stated
Krishna: 30% of back-office headcount won't be needed within a few years
“It's not going to go down to zero. But I would not be surprised if about 30% of the total headcount in those areas is not needed within a few years.”
Arvind KrishnaJun 23, 2026▶ 19:14IBM's $10 billion bet on what comes after AI (with CEO Arvind Krishna) | Masters of Scale
AssertionNot checkable as stated
Krishna: Everyone in the tech industry is losing money on AI right now
“Tech may be the early, early beneficiary, but I will note everybody in tech right now is losing money in it.”
Arvind KrishnaJun 23, 2026▶ 20:20IBM's $10 billion bet on what comes after AI (with CEO Arvind Krishna) | Masters of Scale
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