IBMを襲った「AI予算の奪い合い」　第2四半期決算が映すソフトウェア企業の誤算

IBMの2026年第2四半期決算を分析。顧客企業がAIサーバーやメモリへの投資を優先し、大型契約が先送りされた背景、業績下方修正、キャッシュフロー、今後の成長条件を解説します。https://beikoku-stock.com/2026/07/23/ibm-ai-budget-battle-software-earnings/

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IBMを襲った「AI予算の奪い合い」　第2四半期決算が映すソフトウェア企業の誤算

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