IBM Stock: $240 Million Deal With Together AI Brings Nvidia-Powered AI Cluster to IBM Cloud

TLDR

• IBM and Together AI signed a $240 million multi-year deal to build a large-scale AI inference cluster on IBM Cloud.
• The cluster uses Nvidia HGX B300 systems and Spectrum-X Ethernet networking gear.
• Together AI will use the cluster to run open-source AI models, serving 400 trillion tokens monthly.
• The cluster is expected to go live in Q1 2027.
• IBM stock was up 1.51% on the news; Nvidia gained 0.46%.

IBM and Together AI have signed a $240 million multi-year agreement to build a large-scale AI inference cluster on IBM Cloud powered by Nvidia hardware. IBM stock rose 1.51% on the news, while Nvidia gained 0.46%.

International Business Machines Corporation, IBM

The deal centers on running inference for open-source AI models. Inference is the process of running a trained AI model to generate responses, and it has become one of the biggest drivers of demand for computing power.

The cluster will be built around Nvidia HGX B300 systems, which use Nvidia’s newer Blackwell processors. It will also feature Nvidia Spectrum-X Ethernet networking gear.

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