What Does IBM (IBM) Gain From Its $240 Million AI Infrastructure Deal?

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• International Business Machines (NYSE: IBM) agreed a multi year partnership with Together AI to build a US$240 million Nvidia powered AI inference cluster on IBM Cloud.

• The cluster will use Nvidia HGX B300 systems with Blackwell processors and is planned to be IBM Cloud’s first dedicated large scale AI inference platform.

• The infrastructure is expected to be operational by Q1 2027 and is aimed at enterprise customers seeking cost efficient, open source AI capabilities.

This kind of AI infrastructure build out highlights a wider set of stocks working on the hardware and cloud backbone for enterprise AI. These may be worth a closer look through 57 AI infrastructure stocks.

International Business Machines is a large US IT company with a US$222.6b market cap…