By Anders Bylund, The Motley Fool
Publication Date: 2026-06-01 16:31:00
Good old International Business Machines (NYSE: IBM) is on the move again. Big Blue’s stock is up by 9.1% as of 10:55 a.m. ET, setting a fresh all-time high.
IBM got a push from Nvidia (NASDAQ: NVDA) over the weekend, as the AI chip designer rolled out its Vera Rubin AI accelerators designed to power agentic AI factories. IBM was named as a partner across system building, cloud services, and secure AI storage infrastructure.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
IBM’s three-way Nvidia play
Nvidia’s Vera Rubin platform is designed for agentic AI workloads, where a single prompt can trigger autonomous multi-step reasoning, data retrieval, and actions.
IBM will participate in this build-out through three channels:
-
IBM Cloud…