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How the IBM Board Pivoted to the Cloud and AI
In this episode of Boardroom Conversations, Lucas and Luna unpack how IBM's board orchestrated one of the most consequential pivots in corporate history: moving a century-old hardware giant into cloud computing and AI. They focus on the board's decision to spin off the managed infrastructure business in 2021, a move that reshaped IBM's portfolio and set the stage for its current focus on hybrid cloud and enterprise AI. Lucas breaks down the board's role in the $34 billion Red Hat acquisition—the largest software deal ever at the time—and how that single decision signaled a…
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