IBM Leans on Hyperscaler GPUs While AI Drives Productivity and Revenue Growth
IBM’s Q3 2025 results show significant AI-driven productivity improvements and infrastructure growth. The company reportedly prefers renting GPU capacity from hyperscale cloud providers rather than making massive capital investments in its own cloud infrastructure.
AI Productivity Breakthrough and Financial Performance
IBM has revealed dramatic productivity gains from its internal AI development tools, with sources indicating that “Project Bob” developer assistance tools have improved coder productivity by 45 percent. According to the company’s Q3 2025 earnings report, this AI-driven efficiency contributed to revenue of $16.33 billion and net income of $1.75 billion, representing nine percent year-over-year growth. This performance marks a significant turnaround from the $330 million loss reported for the same quarter in 2024.