IBM just had its worst trading day since 1987 — down 25% in a single session. The wild part? No product flopped. Clients quietly redirected their Q2 budgets toward AI servers, storage and memory before prices spike — starving spend on traditional software. The AI capex boom is now eating the software vendors, not just powering them. If your customers are reallocating to GPUs, is your roadmap next? Track the shift at www.contentbuffer.com #AI #IBM #TechStocks #AIInfrastructure #Enterprise #CloudComputing