Old Tech Giants Find New Life with AI

AI is reviving tech giants like Oracle, IBM, and Cisco, with Oracle's cloud computing infrastructure and IBM's potential in quantum computing leading the way. Nvidia, on the other hand, faces risks due to changing US-China policies and potential license restrictions.

AI is playing a pivotal role in reviving tech giants like Oracle, IBM, and Cisco, with Oracle's cloud computing infrastructure and IBM's potential in quantum computing leading the way. Meanwhile, Nvidia faces risks due to changing US-China policies and potential license restrictions.

Microsoft's AI Strategy

Microsoft has been at the forefront of AI integration, announcing significant increases in partner funding and incentives for its AI Cloud Partner Program. The company is boosting enterprise customer investment funds by approximately 20% for the 2026 fiscal year, which began this month. This move is aimed at enabling partners to deliver more AI design wins, migrations, and Copilot deployments [1].

Oracle's Cloud Computing Infrastructure

Oracle's cloud computing infrastructure is also being revitalized by AI. The company has been investing heavily in AI technologies to enhance its cloud services and improve overall efficiency. This strategic move aligns with the broader trend of tech giants leveraging AI to stay competitive in the market.

IBM's Quantum Computing Potential

IBM's potential in quantum computing is another area where AI is driving innovation. The company has been exploring quantum computing technologies to solve complex problems that are currently beyond the reach of classical computers. This effort could lead to significant advancements in various industries, including finance, healthcare, and logistics.

Nvidia's Risks

Nvidia, a leading AI chipmaker, is facing challenges due to changing US-China policies and potential license restrictions. The company's reliance on Chinese manufacturing and the geopolitical tensions between the two countries pose significant risks to its operations and supply chain. Additionally, potential license restrictions could limit Nvidia's ability to export its AI chips to China, impacting its revenue streams [1].

Conclusion

AI is transforming the tech landscape, with major players like Microsoft, Oracle, and IBM leveraging the technology to drive growth and innovation. However, challenges such as changing geopolitical policies and license restrictions, as seen with Nvidia, highlight the complexities and risks associated with AI integration. As AI continues to evolve, tech giants will need to navigate these challenges while capitalizing on the opportunities it presents.

References

[1] https://www.crn.com/news/channel-news/2025/five-companies-that-came-to-win-this-week-july-18-2025
[2] https://www.mitrade.com/insights/news/live-news/article-3-971680-20250719