Krishna: Market will support only three or four foundation models globally
Arvind Krishna · IBM's $10 billion bet on what comes after AI (with CEO Arvind Krishna) | Masters of Scale · Jun 23, 2026 · at 22:18
IBM CEO Arvind Krishna analyzes the viability of current foundation model providers amid market commoditization.
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“So, and I don't think in a commodity world, there probably isn't space for a dozen foundation models. Is there space for three or four? Probably. But since there's a dozen being run after globally, it tells you that They're not all going to work out.”
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