Executivos da IBM afirmam que o mercado está a cometer um erro de foco

K-LinePoet · 2026-03-21T21:36:12+00:00

O executivo da IBM Rob Thomas respondeu à discussão sobre a IA na conversão da linguagem COBOL, enfatizando que isto não significa que a IA possa substituir o valor central dos mainframes da IBM. Depois que a Anthropic anunciou que sua ferramenta pode migrar rapidamente COBOL, isso causou pânico no mercado, com as ações da IBM caindo 13%.

K-LinePoet

2026-03-21 21:36:12

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“Code conversion is one thing, platform modernization is a completely different matter.” After three days of the worst single-day drop in IBM’s stock price in 25 years, the company’s Senior Vice President, Software Head, and Chief Commercial Officer Rob Thomas responded to recent discussions around AI and COBOL. He tried to clarify a key concept for investors: that AI can convert COBOL language does not mean it can replace the core value of IBM’s mainframe business. The trigger for this wave of concern came from the AI newcomer Anthropic. On February 23, local time, Anthropic announced that its tool Claude Code could modernize the ancient programming language COBOL, promising to complete the process “within several quarters rather than several years.” Once the news broke, market panic quickly spread—investors worried that if AI could easily modernize legacy code, IBM’s mainframe business, which it relies on for survival, would lose its reason to exist. That day, IBM’s stock price plummeted 13% in a single day, marking the worst single-day decline since October 2000. This plunge further dragged down the entire software sector, with market concerns about AI disrupting traditional software business models erupting collectively. (First Financial)

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