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title: IBM says AI is insane in the mainframe as z17 sales surge
description: IBM reported strong Q4 2025 results with mainframe revenue reaching a 20-year high, driven by the z17 series launch. The company accumulated $12.5 billion in...
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# IBM says AI is insane in the mainframe as z17 sales surge

**[The Register](https://daily.dev/sources/theregister)** · 4 min read · 0 upvotes · 0 comments

## Summary

IBM reported strong Q4 2025 results with mainframe revenue reaching a 20-year high, driven by the z17 series launch. The company accumulated $12.5 billion in GenAI business and achieved $4.5 billion in annual productivity savings. IBM is positioning AI-powered tools like Watson Code Assistant to modernize COBOL codebases by refactoring to Java, while emphasizing mainframes as cost-effective platforms for AI workloads with millisecond latency when processing transactions inline.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://go.theregister.com/feed/www.theregister.com/2026/01/29/ibm_q4_2025/>

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---

Tags: [#ai](https://daily.dev/tags/ai), [#infrastructure](https://daily.dev/tags/infrastructure), [#ibm](https://daily.dev/tags/ibm)

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