IBM made its Bob platform available on customer-run systems, helping firms with strict data rules keep sensitive code in-house. Software sales grew 5%, with total sales expected up 4% to 5%, so faster growth remains unproven.
This gives IBM a way to serve companies that cannot send sensitive code to outside AI services. In IBM's June 2026 survey, 68% of executives said meeting data-location rules across countries was difficult. Still, the article gives no proof this has sped up sales. Software sales grew 5%, and IBM expects total sales growth of 4% to 5%. The new option creates a sales opportunity, but customer uptake remains to be shown.
The article says IBM aims to own more of the software layer that controls where enterprise AI runs, not to beat Nvidia at building AI infrastructure. It reports no change to Nvidia's business or products.
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