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On theCUBE Pod: IBM Think goes AI first and Musk buries the hatchet with Anthropic
On theCUBE Pod, analysts Dave Vellante and John Furrier discuss takeaways from IBM Think, where CEO Arvind Krishna emphasized AI as the operating model of the future and positioned IBM's platform as a control plane for AI and quantum infrastructure. They debate whether IBM undersold its potential and whether its Red Hat ecosystem can challenge larger AI players. They also cover SpaceX's surprise deal to give Anthropic its compute capacity, no longer used for Grok.
AIR, ARR and AI: Inside RingCentral's transformation into an AI-first engagement platform
RingCentral's latest quarter shows the company shifting from a unified-communications provider into an AI-first customer engagement platform, with RingCentral AIR at the front door of conversations. Q1 2026 revenue rose about 5% to $644 million, and annual recurring revenue from customers using at least one paid AI product passed 10% of total ARR, doubling year over year. The company expanded RingCentral AIR, its AI receptionist, with new SMS, call queue and ecosystem integrations.