On theCUBE Pod: IBM Think goes AI First and Musk Buries the Hatchet with Anthropic
SiliconANGLE, Monday, May 11th, 2026
IBM Think positions AI as the enterprise operating model while SpaceX supplies compute capacity to Anthropic.
At IBM Think, CEO Arvind Krishna emphasized AI as the operating model of the future and positioned IBM's platform as a control plane for AI and quantum infrastructure. Industry analysts discussed how IBM's Red Hat ecosystem could challenge AI giants and noted that quantum computing represents IBM's opportunity to recapture market dominance.
The week's biggest headline involved SpaceX's surprise deal providing Anthropic with its compute capacity, reflecting broader industry concerns that compute capacity will be the primary constraint in the AI era. Analysts highlighted that GPU manufacturers like Nvidia, with superior performance-per-watt efficiency, are positioned to win in the capital-intensive competition for AI infrastructure.