IBM bets on open hybrid AI operating infrastructure as AI doubts grow

IBM is positioning itself as a provider of hybrid AI operating infrastructure for enterprises, building on Red Hat's open-source foundation and betting that AI models will commoditize.

According to theCUBE Pod analysts John Furrier and Dave Vellante, the company has the pieces but has not yet shown a clear solution.

The discussion also points to a shift in AI spending from training to inference, which benefits chipmaker Marvell and the neoclouds.