Question 1

What percentage of International Business Machines Corp's revenue comes from AI?

Accepted Answer

International Business Machines Corp derives approximately 8.74% of its revenue from AI-related products and services, representing $5.7B in annual AI revenue out of $65.4B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is International Business Machines Corp's AI Fair Value?

Accepted Answer

International Business Machines Corp's AI Fair Value is $20.2B, ranking it #26 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has International Business Machines Corp's AI revenue changed recently?

Accepted Answer

International Business Machines Corp's AI revenue percentage increased from 6.5% to 7.0% (+0.5pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does International Business Machines Corp compare to peers in AI Platforms?

Accepted Answer

International Business Machines Corp's AI revenue percentage of 8.74% is below the AI Platforms layer average of 41.5%. Among 5 ranked peers, 4 peers have a higher AI revenue percentage.

Question 5

Where does International Business Machines Corp sit in the AI supply chain?

Accepted Answer

International Business Machines Corp operates in the AI Software & Platforms layer (Layer 8 of 9) of the AI supply chain. Enterprise AI platforms, MLOps tools, and AI-powered software infrastructure companies.

Question 6

How reliable is International Business Machines Corp's AI revenue estimate?

Accepted Answer

International Business Machines Corp's AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

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