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To execute our AI strategy, we brought in multiple AI teams across AMD to drive development of a comprehensive software ecosystem spanning our full product portfolio. We delivered key optimizations and expanded framework and library support in the latest version of AMD ROCm™ software, improving performance for generative AI workloads and simplifying the developer experience across training and inference.

Item 7, MD&A, 10-K Feb 4, 2026open_in_new

We also made strategic investments through acquisitions to further advance our software capabilities including compiler and AI expertise in machine learning, inference and performance optimization, and enable highly optimized solutions across the stack; to scale our ability to support and …

Item 7, MD&A, 10-K Feb 4, 2026open_in_new

We use machine learning and AI technologies in our offerings and business, including in our Arista Guardian for Network Identity offering, and we are making investments in expanding our AI capabilities in our products, services, and tools, including ongoing deployment …

Item 1A, Risk Factors, 10-K Feb 17, 2026open_in_new

Uncertainty around new and emerging AI technologies may require additional investment in the obtaining, developing and maintaining of proprietary datasets and machine learning models, development of new approaches and processes to provide attribution or remuneration to creators of training data …

Item 1A, Risk Factors, 10-K Feb 17, 2026open_in_new

We pursue a strategy of providing broad and innovative technology solutions for the data and artificial intelligence era and being at the forefront of AI, software-defined, and cloud native infrastructure solutions. To successfully execute our strategy, we must continue …

Item 1A, Risk Factors, 10-K Mar 16, 2026open_in_new

Dell Technologies is a leader in the global technology industry focused on providing broad and innovative technology solutions for the data and artificial intelligence (“AI”) era. We build and offer solutions ranging from client devices and peripherals to infrastructure solutions …

Item 7, MD&A, 10-K Mar 16, 2026open_in_new

… While new AI initiatives, laws, and regulations are emerging and evolving, including in the U.S. from a statewide and federal perspective as well as globally (such as the EU's Artificial Intelligence Act that became effective in August 2024 …

Item 1A, Risk Factors, 10-K Dec 18, 2025open_in_new

• Issues in the development and use of artificial intelligence may result in reputational harm, liability, or impact to our results of operations.

Item 1A, Risk Factors, 10-K Dec 18, 2025open_in_new

… The proliferation of generative AI increases the risk of these technologies being used by threat actors to impersonate authorized individuals, which may make attacks even more difficult to detect and prevent. Moreover, the increased adoption of generative AI models within …

Item 1A, Risk Factors, 10-K Jan 23, 2026open_in_new

Our use of AI technology may subject us to reputational, financial, legal or regulatory risks. As we incorporate AI technology into our products and services, any failure to address concerns relating to the responsible use of the evolving AI technology …

Item 1A, Risk Factors, 10-K Jan 23, 2026open_in_new

AI technologies, including machine learning, generative AI, agentic AI and other data driven computational techniques, are increasingly important to our strategy across mobile, automotive, IoT, data center and other industries and applications, and we are investing significant engineering, research and …

Item 1A, Risk Factors, 10-K Nov 4, 2026open_in_new

• Our increasing focus on artificial intelligence (AI), including on-device AI, agentic AI and AI infrastructure, may not result in the anticipated benefits and could expose us to additional competitive, regulatory, intellectual property and operational risks.

Item 1A, Risk Factors, 10-K Nov 4, 2026open_in_new

… Any content created by us using generative AI tools may not benefit from intellectual property protection which may affect our ability to commercialize such content. The use or adoption of AI technologies in our solutions may subject us to copyright …

Item 1A, Risk Factors, 10-K Feb 25, 2026open_in_new

In addition, we and our competitors continue to invest in AI and integrate AI capabilities into products, services and internal operations. AI technology and services are highly competitive, rapidly evolving and may at times require significant investment, including with respect …

Item 1A, Risk Factors, 10-K Feb 25, 2026open_in_new

Furthermore, the legal and regulatory landscape surrounding AI technologies is rapidly evolving, uncertain and varies significantly by jurisdiction. Authorities around the world are applying, or considering applying, laws and regulations related to IP, cybersecurity, export controls, privacy, data security and …

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

operational costs to build and support our AI capabilities, including costs to ensure ongoing compliance with the complex and rapidly evolving legal landscape around AI and automation. If we fail to develop and implement AI solutions that meet our internal …

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

We continue to build and significantly invest in systems and tools that incorporate AI technologies, including agentic and generative AI for customers, experts, our workforce, and our internal business operations. We also use third parties to support this work. Developing …

Item 1A, Risk Factors, 10-K Sep 9, 2026open_in_new

… For example, in 2025, the European Union's Artificial Intelligence Act (AI Act) went into force regulating AI systems that affect individuals located in the EU. Additionally, countries and states are applying their data and consumer protection laws to AI …

Item 1A, Risk Factors, 10-K Sep 9, 2026open_in_new

… We may also face greater competition from non-specialist solutions relying on generic large language models (“LLMs”), generative AI, and general-purpose agents to address a broad range of business needs. In order to take advantage of customer demand for …

Item 1A, Risk Factors, 10-K Mar 6, 2026open_in_new

… With the introduction of new technologies, such as generative AI, we expect competition to intensify in the future. As we attempt to sell our products and solutions to potential and current customers, we must demonstrate that our products and solutions …

Item 1A, Risk Factors, 10-K Mar 6, 2026open_in_new

AI technologies are complex and rapidly evolving, and we face significant competition, including from our clients and ecosystem partners, who have and may continue to develop their own internal AI-related capabilities, as well as AI-native companies, which can …

Item 1A, Risk Factors, 10-K Oct 16, 2026open_in_new

We are increasingly applying AI-based technologies to our solutions and services, to how we deliver work to our clients, with our ecosystem partners and to our own internal operations. In addition, we are creating new offerings to implement AI …

Item 1A, Risk Factors, 10-K Oct 16, 2026open_in_new

In addition, AI and the associated demand for memory has been a significant driver of increased demand for our products. AI technology is complex and rapidly evolving, and may expose us to significant competitive, legal, regulatory, and other risks. The …

Item 1A, Risk Factors, 10-K Oct 9, 2026open_in_new

Additionally, AI algorithms or training methodologies may be flawed, and datasets may contain irrelevant, insufficient, or biased information, which can cause errors in outputs. Failures to develop, deploy, or use AI technologies in a safe, responsible, and effective manner, whether …

Item 1A, Risk Factors, 10-K Oct 9, 2026open_in_new

… For example, generative AI has been known to produce false or “hallucinatory” interferences or outputs, and certain generative AI uses machine learning and predictive analytics, which may be flawed, insufficient, of poor quality, reflect unwanted forms of bias, or contain …

Item 1A, Risk Factors, 10-K Mar 5, 2026open_in_new

… We took a fundamentally different approach to solve this problem with the AI-native CrowdStrike Falcon platform - the first, true cloud-native unified platform built with artificial intelligence (“AI”) at the core, capable of harnessing vast amounts of security and …

Item 7, MD&A, 10-K Mar 5, 2026open_in_new

Issues related to the development and use of artificial intelligence (AI) could give rise to legal and/or regulatory action, damage our reputation or otherwise materially harm our business.

Item 1A, Risk Factors, 10-K Sep 2, 2026open_in_new

Cisco designs and sells a broad range of technologies including hardware, software, and artificial intelligence (AI) powered digital infrastructure to power, help secure, and draw insights from the Internet. We are incorporating AI into our product portfolios across networking, security …

Item 7, MD&A, 10-K Sep 2, 2026open_in_new

Our employees, contractors, consultants, service providers or other members of our workforce have used and may continue to use internal or third-party AI tools and other machine learning technologies, including publicly available generative AI platforms, on an unauthorized or …

Item 1A, Risk Factors, 10-K Aug 31, 2026open_in_new

AI or machine learning technologies usage by our service providers in their business activities, whether or not known to us, could also expose us to risks. The failure of one or more such service providers to meet our expectations, including …

Item 1A, Risk Factors, 10-K Aug 31, 2026open_in_new

Our AI products may not operate as anticipated, which could adversely affect our reputation, revenues and profitability. Machine learning and AI, including generative AI, agentic AI and LLMs, are increasingly driving innovations in technology, and AI technology and services are …

Item 1A, Risk Factors, 10-K Jun 22, 2026open_in_new

… Our products and services include enterprise applications and infrastructure offerings that incorporate and are enhanced by artificial intelligence (AI) technologies, including embedded AI-driven automation and analytics and generative AI capabilities. These offerings are delivered worldwide through a variety of …

Item 7, MD&A, 10-K Jun 22, 2026open_in_new

• anticipated or actual demand for products used in AI-related solutions, including ASICs such as custom AI accelerators or XPUs;

Item 1A, Risk Factors, 10-K Dec 18, 2025open_in_new

Operating income from our semiconductor solutions segment increased due to strong demand for our networking solutions, primarily custom AI accelerators and AI networking products.

Item 7, MD&A, 10-K Dec 18, 2025open_in_new

… To address the growing complexity of modern design, we’ve integrated cutting-edge technologies including agentic and generative AI, machine learning, and digital twin algorithms, into our core products and solutions. These innovations, whether developed in-house or through strategic …

Item 7, MD&A, 10-K Feb 19, 2026open_in_new

… For example, the EU Artificial Intelligence Act (the "EU AI Act") establishes a comprehensive, risk-based governance framework for AI in the EU market. The EU AI Act applies to companies that develop, use and/or provide AI in the …

Item 1A, Risk Factors, 10-K Feb 19, 2026open_in_new

Rapid advances in artificial intelligence (“AI”) and machine learning (“ML”) technologies, including generative AI, could fundamentally alter the semiconductor industry and disrupt our business model and operations. AI-driven tools and platforms are increasingly being deployed across the integrated circuit …

Item 1A, Risk Factors, 10-K Mar 11, 2026open_in_new

… The acquisition of Celestial is expected to accelerate our connectivity strategy for next-generation AI and cloud data centers. At acquisition close, we paid approximately $1.3 billion in cash (or $1.0 billion, net of cash acquired of approximately …

Item 7, MD&A, 10-K Mar 11, 2026open_in_new

Issues related to the development and use of artificial intelligence (AI), could lead to legal or regulatory action, damage our reputation, or otherwise materially harm our business.

Item 1A, Risk Factors, 10-K Jun 5, 2026open_in_new

Our success depends on our ability to hire and retain qualified personnel to advance our corporate strategy and maintain key aspects of our corporate culture. As our future success relies on enhancing and introducing new products and features, we particularly need to attract and retain qualified engineers and technical talent, especially in emerging technology areas like AI and machine learning.

Item 1A, Risk Factors, 10-K Jun 5, 2026open_in_new

… to cybersecurity, AI development, and the deployment of automation and AI in products, services and operations, including the EU AI Act, China’s generative AI regulations, and various current or proposed U.S. federal and state AI and/or cybersecurity …

Item 1A, Risk Factors, 10-K May 21, 2026open_in_new

… As AI and machine learning evolve, they may lead to the development of dramatically more effective security tools, and cyber‑attackers may leverage these tools to enhance attack methods, identify novel security vulnerabilities, develop malicious code, sophisticated phishing attempts, and …

Item 1A, Risk Factors, 10-K May 21, 2026open_in_new

Our use of artificial intelligence, or AI, and generative AI tools presents risks and challenges that could adversely affect our business and require that we incur substantial costs

Item 1A, Risk Factors, 10-K Feb 25, 2026open_in_new

• AI may produce erroneous or misleading content, and outputs that infringe on the IP or data privacy rights of others. Although we take measures to address the accuracy and appropriate use of generative AI content, including through internal AI policies and training, these efforts may not always be successful.

Item 1A, Risk Factors, 10-K Feb 25, 2026open_in_new

We expect to increasingly leverage AI, including generative AI, in our products and services. AI may not always operate as intended and if we use AI that is based on data, algorithms, or other inputs that are flawed or insufficient …

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

We have invested across these three technologies organically and through acquisitions to evolve our land mobile radio ("LMR") focus and expand our ecosystem of safety and security products and services. Across all three technologies, we offer artificial intelligence ("AI")-powered capabilities and software solutions, services such as cybersecurity subscription services and managed and support services.

Item 7, MD&A, 10-K Feb 12, 2026open_in_new

• software companies supplying machine learning modeling, rules, or AI development tools;

Item 1A, Risk Factors, 10-K Nov 6, 2026open_in_new

• software companies supplying machine learning modeling, rules, or AI development tools;

Item 1A, Risk Factors, 10-K Nov 6, 2026open_in_new

• Issues in the development and deployment of AI, including generative AI and emerging AI-enabled cyber threats, could expose us to regulatory, privacy, IP, cybersecurity, operational and reputational risks.

Item 1A, Risk Factors, 10-K May 21, 2026open_in_new

Issues in the development and deployment of AI, including generative AI and emerging AI-enabled cyber threats, could expose us to regulatory, privacy, IP, cybersecurity, operational and reputational risks.

Item 1A, Risk Factors, 10-K May 21, 2026open_in_new

… applications, including health and financial services, or as the Company expands the use of technologies, such as machine learning and artificial intelligence features, and must navigate new legal, regulatory and ethical considerations relating to such technologies and new applications of …

Item 1A, Risk Factors, 10-K Nov 3, 2026open_in_new

… technology, including gift cards; product liability; intellectual property ownership and infringement; digital platforms; data centers and technical infrastructure; machine learning, artificial intelligence and super intelligence; internet, telecommunications and mobile communications; media, television, film and digital content; availability of third-party …

Item 1A, Risk Factors, 10-K Nov 3, 2026open_in_new

… derive value from recent breakthroughs in artificial intelligence via the combination of our existing software platforms with generative AI models, including LLMs. We believe AIP uniquely allows users to connect LLMs and other AI with their data and operations to …

Item 7, MD&A, 10-K Feb 17, 2026open_in_new

Issues raised by the use of AI (including machine learning, large language, and other generative or agentic AI models, and software functionality to operationalize the foregoing) in our platforms and business may result in reputational harm or liability.

Item 1A, Risk Factors, 10-K Feb 17, 2026open_in_new

… To increase revenue and grow market share, we intend to drive product innovation, leverage predictive and generative AI, further enhance our independent software vendor (“ISV”), reseller and other partner relationships, improve our self-service capabilities, cross-sell our products, and …

Item 7, MD&A, 10-K Feb 24, 2026open_in_new

are focused on continued product innovations to combine our communications products with contextual data and AI. We are also building out new AI capabilities internally, including AI automation and agents in our self-service platform and in our internal operations …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

We are a global leader in optical and photonic technologies and an industry-leading provider of optical and photonic products based on revenue and market share. Our products are essential to a range of cloud, artificial intelligence and machine learning (“AI/ML”), telecommunications, consumer, and industrial end-market applications.

Item 7, MD&A, 10-K Aug 17, 2026open_in_new

In addition, evolving legal and regulatory frameworks governing intellectual property rights related to artificial intelligence (“AI”) may create uncertainty regarding ownership, scope, or enforceability of intellectual property developed using AI-enabled tools. These developments could reduce the value or protectability of intellectual property created through AI-assisted processes and adversely affect our competitive position.

Item 1A, Risk Factors, 10-K Aug 17, 2026open_in_new

… We face emerging risks from AI-powered attacks, including deepfakes used to impersonate executives or customers, AI-assisted social engineering, prompt injection attempts against AI systems, and data poisoning targeting machine learning models. These sophisticated attack techniques may bypass traditional …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

We are increasingly incorporating AI solutions into our platforms, offerings, services, and operations, and we expect that AI will continue to become a more integral part of our business over time. Our competitors, AI companies, or other third parties may …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

… As data volumes expand and artificial intelligence (AI) becomes more deeply embedded in customers' operations, the ability to store, manage, govern, and derive greater value from their data is becoming as important as the infrastructure used to store it.

Item 7, MD&A, 10-K Mar 25, 2026open_in_new

… As data volumes expand and artificial intelligence (AI) becomes more deeply embedded in customers' operations, the ability to store, manage, govern, and derive greater value from their data is becoming as important as the infrastructure used to store it.

Item 7, MD&A, 10-K Mar 25, 2026open_in_new

… Moreover, AI technology is subject to rapidly evolving domestic and international laws and regulations, including executive orders by the U.S. government and the EU’s Artificial Intelligence Act, which could impose significant costs and obligations on the Company. Emerging …

Item 1A, Risk Factors, 10-K Dec 12, 2025open_in_new

Emerging issues related to the development and use of AI could give rise to legal or regulatory action, damage our reputation, or otherwise materially harm of our business.

Item 1A, Risk Factors, 10-K Dec 12, 2025open_in_new

scrutiny, including regarding the use of AI in our solutions and the marketing of products using AI, litigation, customer reporting or documentation requirements, ethical or social concerns, or other complications. For example, AI technologies, including generative AI, may create content …

Item 1A, Risk Factors, 10-K Feb 25, 2026open_in_new

… Finally, FortiAI generative AI assistance streamlines operations, helping security teams stay ahead of an ever-evolving threat landscape.

Item 7, MD&A, 10-K Feb 25, 2026open_in_new

We have incorporated, and are continuing to develop and deploy, AI into our products and the operations of our business. While these AI initiatives can present significant benefits, the AI landscape is rapidly evolving and may create risks and challenges …

Item 1A, Risk Factors, 10-K Dec 22, 2025open_in_new

While AI technology may drive future growth in the semiconductor and electronics industries as well as our business, worldwide markets for AI-enabled products may not develop in the manner or time periods we anticipate, or at all. If domestic …

Item 1A, Risk Factors, 10-K Dec 22, 2025open_in_new

… A portion of the recent demand for our products has been driven by the rapid expansion of artificial intelligence (“AI”) and data center infrastructure. The semiconductor and photonics industries have experienced a significant upturn driven by the adoption and proliferation …

Item 1A, Risk Factors, 10-K Aug 14, 2026open_in_new

On March 2, 2026, the Company entered into a multi-year strategic agreement with NVIDIA to advance the development of advanced optics technologies, including manufacturing capacity and research and development, to enable next-generation AI infrastructure. The non-exclusive agreement …

Item 7, MD&A, 10-K Aug 14, 2026open_in_new

In addition, AI algorithms may be flawed. Datasets may be insufficient or contain biased information. AI models deployed by us or our partners may lead to unexpected or unintended outcomes that could erode trust in our AI products and solutions …

Item 1A, Risk Factors, 10-K Dec 10, 2025open_in_new

• changes or uncertainty in international, national or local legal environments, including tax, data handling, privacy, artificial intelligence, intellectual property, consumer protection, environmental and antitrust laws;

Item 1A, Risk Factors, 10-K Dec 10, 2025open_in_new

We are increasingly leveraging AI technologies, including generative AI applications and tools, to support and enhance our various operational processes. While AI may promote efficiency and offer analytical advantages, it is complex and rapidly-changing, and its implementation carries inherent …

Item 1A, Risk Factors, 10-K Aug 17, 2026open_in_new

• We may be adversely affected by risks and challenges associated with the use of artificial intelligence (“AI”).

Item 1A, Risk Factors, 10-K Aug 17, 2026open_in_new

We are increasingly incorporating AI capabilities into the development of technologies and our business operations, and into our products and services. AI technology is complex and rapidly evolving, and may subject us to significant competitive, legal, regulatory and other risks …

Item 1A, Risk Factors, 10-K Aug 6, 2026open_in_new

Although we strive to use AI technologies responsibly and have implemented internal processes and controls designed to identify and mitigate ethical and legal concerns related to our use of AI technologies, such processes and controls may not be sufficient to …

Item 1A, Risk Factors, 10-K Aug 6, 2026open_in_new

Risks Related to Cyber, Artificial Intelligence, Intellectual Property, Legal and Regulatory

Item 1A, Risk Factors, 10-K Nov 25, 2025open_in_new

AI technology may also give rise to significant legal and regulatory compliance risk. Evolving rules, regulations and industry standards governing AI may require us to incur greater compliance costs and restrict the use of AI in our products or

Item 1A, Risk Factors, 10-K Nov 25, 2025open_in_new

• announcements of new offerings or enhancements by us or our competitors as well as market perception of disruptive technologies such as machine learning and other AI technologies;

Item 1A, Risk Factors, 10-K Mar 3, 2026open_in_new

… For example, the European Union’s Artificial Intelligence Act (the “AI Act”), which achieved approval by the European Council on February 2, 2024, and

Item 1A, Risk Factors, 10-K Mar 3, 2026open_in_new

… states, have proposed, enacted, or are considering laws governing the development and use of AI and machine learning technologies. For example, the European Union's Artificial Intelligence Act, which would apply beyond the European Union’s borders, came into effect …

Item 1A, Risk Factors, 10-K Feb 18, 2026open_in_new

We incorporate AI, including generative AI, into our products. These technologies are complex and rapidly evolving and building them requires significant investment in infrastructure and personnel with no assurance that we will realize the desired or anticipated benefits. Our competitors …

Item 1A, Risk Factors, 10-K Feb 18, 2026open_in_new

… processes (which may include the use of AI); maintaining or enhancing legacy systems that are not currently being replaced; designing or cost effectively acquiring new systems with new functionality; or testing the use and incorporation of AI, including generative AI.

Item 1A, Risk Factors, 10-K Feb 9, 2026open_in_new

Our extensive range of power technologies are used to help power AI data centers and we expect this part of our business to grow. The emergence of big data and new tools such as machine learning and AI that capitalize …

Item 1A, Risk Factors, 10-K Feb 9, 2026open_in_new

We are increasingly leveraging AI technologies, including generative AI applications and tools, to support and enhance our various operational processes. While AI may promote efficiency and offer analytical advantages, it is complex and rapidly-changing, and its implementation carries inherent …

Item 1A, Risk Factors, 10-K Aug 14, 2026open_in_new

… The unauthorized or unapproved use of generative AI tools by our employees, contractors, or other third parties, as well as overreliance on AI automation or agentic AI without appropriate human oversight, may lead to the inadvertent disclosure of confidential, proprietary …

Item 1A, Risk Factors, 10-K Aug 14, 2026open_in_new

Social, ethical, and safety issues relating to the use of new and evolving technologies such as AI-based technologies, including generative AI in our hardware, software, and service offerings, as well as in our internal platforms, may result in reputational …

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

• Customers are evaluating the complex technology landscape in order to balance priorities and focus on solutions that lead to business optimization, cost management, and security risk management, among other factors, resulting in a more measured approach to their IT spending. We have orchestrated solutions that leverage security, software, artificial intelligence (“AI”), and hybrid and cloud offerings to help customers achieve their objectives.

Item 7, MD&A, 10-K Feb 20, 2026open_in_new

Demand for our products is driven by advances in semiconductor technology, including AI‑enabled high-performance computing, advanced packaging and higher layer counts, which increase material intensity and pricing. These trends are discussed further in Item 1.

Item 7, MD&A, 10-K Feb 26, 2026open_in_new

… Volume gains were driven by end market demand recovery, led by artificial intelligence technology applications, advanced node transitions and higher China demand, as well as growth in OLED materials led by new product launches. Volume increases were partially offset by …

Item 7, MD&A, 10-K Feb 26, 2026open_in_new

Artificial intelligence presents new risks, opportunities and challenges that may affect our business. In addition to ongoing investments to integrate AI and machine learning technology into our existing products and solutions and to use AI to enhance our business operations …

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

In addition, enactment and expansion of laws related to the use of AI and machine learning in our operations and increased regulation of cloud service providers also could increase the costs of doing business, subject us to potential liability or …

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

Although we are evaluating, and where we believe appropriate, incorporating AI tools, including AI agents, into our operations, our use of AI tools may subject us to significant competitive, legal, regulatory and other risks, and there can be no assurance …

Item 1A, Risk Factors, 10-K Nov 10, 2026open_in_new

• the level of widespread deployment or adoption of commercial 5G networks, AI and other new technologies,

Item 1A, Risk Factors, 10-K Nov 10, 2026open_in_new

We are increasingly using AI tools as part of our business, including internally developed machine learning tools and large language models provided by third parties. For example, we use or are seeking to use AI tools to enhance research and …

Item 1A, Risk Factors, 10-K Aug 7, 2026open_in_new

… or product capabilities, including new products that take advantage of “big data” or other new technologies such as machine learning and AI. This may impact our ability to maintain or expand our business with certain customers. Such product concentration may …

Item 1A, Risk Factors, 10-K Aug 7, 2026open_in_new

• Issues related to the development and use of artificial intelligence ("AI") could give rise to legal and/or regulatory action, damage our reputation or otherwise materially harm our business;

Item 1A, Risk Factors, 10-K Nov 25, 2025open_in_new

Issues related to the development and use of artificial intelligence ("AI") could give rise to legal and/or regulatory action, damage our reputation or otherwise materially harm our business

Item 1A, Risk Factors, 10-K Nov 25, 2025open_in_new

In 2025, our Semiconductor Test segment achieved considerable growth driven by robust demand from Artificial Intelligence (“AI”) applications in networking and with vertically integrated producer (“VIP”) compute solutions. Memory test revenue remained stable despite a smaller overall market, supported by …

Item 7, MD&A, 10-K Feb 19, 2026open_in_new

In 2025, our Semiconductor Test segment achieved considerable growth driven by robust demand from Artificial Intelligence (“AI”) applications in networking and with vertically integrated producer (“VIP”) compute solutions. Memory test revenue remained stable despite a smaller overall market, supported by …

Item 7, MD&A, 10-K Feb 19, 2026open_in_new

• Risks and uncertainties related to the development and use of artificial intelligence ("AI") could harm our business, damage our reputation, or give rise to legal or regulatory action.

Item 1A, Risk Factors, 10-K May 20, 2026open_in_new

… In particular, demand for our cloud and power infrastructure solutions serving data center applications is significantly influenced by continued investment in AI, machine learning, and high-performance computing infrastructure by our customers, particularly hyperscale cloud providers. Capital expenditure cycles among …

Item 1A, Risk Factors, 10-K May 20, 2026open_in_new

The Development and Use of AI, including the Company’s Increased AI Solutions and Use of AI Technologies, Could Impact the Long-Term Success of the Company and its Reputation or Give Rise to Legal or Regulatory Action: IBM is …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

… On an ongoing basis, IBM seeks to drive greater agility, productivity, flexibility and cost savings by continuously transforming with the use of automation, AI, agile processes and changes to the ways of working, while also enabling the scaling of resources …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

In addition, AI and machine learning are still in relatively early stages, and the introduction and incorporation of AI technologies may result in unintended consequences or other new or expanded risks and liabilities. Such risks may include (i) adverse impacts …

Item 1A, Risk Factors, 10-K Feb 19, 2026open_in_new

… Meeting evolving industry requirements, including the increasing use of AI and machine learning technologies (including the need to run complex AI-based applications on devices), and introducing new products to the market in a timely manner and at prices that …

Item 1A, Risk Factors, 10-K Feb 19, 2026open_in_new

• variability in demand across our data center and Edge IoT markets due to changing customer investment priorities, fluctuations in adoption rates of emerging technologies such as artificial intelligence, shifts in customer preferences and broader economic trends;

Item 1A, Risk Factors, 10-K Aug 4, 2026open_in_new

… inventory levels, technology transitions, cloud capital spending, the timing of hyperscale deployments, our customers’ capital expenditure budgets and the pace of their AI-related infrastructure investments, the timing of our customers’ monetization of their AI investments and broader economic conditions.

Item 1A, Risk Factors, 10-K Aug 4, 2026open_in_new

… The development of next-generation solutions that utilize advanced features, including artificial intelligence and machine learning, may require us to make predictions about the willingness of the public sector market to adopt such offerings. As we choose to invest in …

Item 1A, Risk Factors, 10-K Feb 18, 2026open_in_new

Evolving legal and regulatory landscape over artificial intelligence technologies creates uncertainties.

Item 1A, Risk Factors, 10-K Feb 18, 2026open_in_new

We may also experience challenges in the effective or timely adoption of AI technology. Our decision to adopt AI technologies in a low-risk manner could result in slower adoption of AI technology that could hinder or prevent us from …

Item 1A, Risk Factors, 10-K Feb 5, 2026open_in_new

The use of AI technology by third-parties, including our vendors, and our use of AI technology, tools, and services could expose us to cybersecurity, operational, intellectual property and regulatory risks that could adversely affect our business, reputation or financial results.

Item 1A, Risk Factors, 10-K Feb 5, 2026open_in_new

… Meeting evolving industry requirements, including the increasing use of AI and machine learning technologies (including the need to run complex AI-based applications on devices), and introducing new products to the market in a timely manner and at prices that …

Item 1A, Risk Factors, 10-K Nov 9, 2026open_in_new

… AI technologies are complex, and we face significant competition, including from our own clients, who may develop their own internal AI-related capabilities, which can lead to reduced demand for our products. The development, adoption, and use of AI technologies …

Item 1A, Risk Factors, 10-K Nov 9, 2026open_in_new

Emerging issues related to the development and use of artificial intelligence (“AI”) could give rise to legal or regulatory action, damage our reputation or otherwise materially harm our business. Our development and use of AI technology, including generative AI, in …

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

Moreover, AI technology is subject to rapidly evolving domestic and international laws and regulations, which could impose significant costs and obligations on the company. For example, in 2024 the European Artificial Intelligence Act (EU) 2024/1689 went into force and …

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

… In addition, the rise of AI and machine learning has led to more sophisticated and deceptive attacks. Cybercriminals are increasingly using AI-generated videos, audio and text to deceive individuals and organizations. These attacks can be used for impersonation in …

Item 1A, Risk Factors, 10-K Feb 11, 2026open_in_new

… Net sales to the IT datacom market increased approximately $1,334.2, as we experienced strong growth across a broad array of applications, in particular the continued acceleration in and strong demand for products used in next-generation AI-related …

Item 7, MD&A, 10-K Feb 11, 2026open_in_new

Uncertainty in the development, deployment, and use of AI in our platform and products and by our customers and competitors may result in harm to our business and reputation. We use, and may expand our use of, machine learning and …

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

… For instance, the EU Artificial Intelligence Act (“EU AI Act”) entered into force on August 1, 2024 and governs AI systems that impact individuals in the EU. Complying with the EU AI Act and similar emerging laws may impose significant …

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

… Artificial intelligence (AI) and technologies related to AI are a significant demand driver for the industries we serve. AI is evolving rapidly and the expected timing and amount of investments related to AI can change significantly. As a result, it …

Item 1A, Risk Factors, 10-K Dec 12, 2025open_in_new

… Our customers’ products are used in a wide variety of products such as personal computing devices, mobile phones, artificial intelligence (AI) and data center servers, automobiles, connected devices, industrial applications and consumer electronics. Each of our segments is subject to …

Item 7, MD&A, 10-K Dec 12, 2025open_in_new

If we are unable to offer technologically advanced, cost effective, quick response manufacturing services that are differentiated from our competition (including utilization of machine learning and artificial intelligence) and adapt those services as our customers’ requirements change, demand for our …

Item 1A, Risk Factors, 10-K Oct 23, 2026open_in_new

… Our Intelligent Infrastructure segment is focused on the modern digital ecosystem including artificial intelligence (“AI”) infrastructure and includes revenues from customers primarily in the capital equipment, cloud and data center infrastructure, and networking and communications industries. Our Connected Living and …

Item 7, MD&A, 10-K Oct 23, 2026open_in_new

We continue to evaluate and, where appropriate, integrate AI technologies into our product offerings and internal operations to enhance innovation, efficiency, and customer value. While AI presents opportunities for advancement, its adoption also introduces a range of risks that could …

Item 1A, Risk Factors, 10-K Dec 17, 2025open_in_new

… Our customers are expected to continue to make R&D investments in certain next-generation technologies and applications, including evolution of 5G, early 6G, high-speed data center networks and infrastructure, satellite networks, artificial intelligence (“AI”), industrial internet of things …

Item 7, MD&A, 10-K Dec 17, 2025open_in_new

We currently incorporate machine learning and AI capabilities into certain of our products and solutions and may seek to expand the use of AI in our offerings in the future. As with many innovations, AI presents risks, challenges, and unintended …

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

… Some of our product sales are tied to artificial intelligence (“AI”)-related capital expenditures and data center infrastructure. Several factors could result in volatility in AI-related spending, including constraints related to electricity generation and delivery, overbuilt capacity, new AI …

Item 1A, Risk Factors, 10-K Feb 20, 2026open_in_new

We use systems and tools that incorporate AI-based technologies, including generative AI, for customers and our workforce. As with many new and emerging technologies, AI presents numerous risks and challenges that could adversely affect our business. The development, adoption …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

Recent developments in the threat landscape include the use of AI and machine learning, as well as an increased number of cyber extortion attacks, with higher financial ransom demand amounts and increasing sophistication and variety of ransomware techniques and methodology …

Item 1A, Risk Factors, 10-K Feb 24, 2026open_in_new

• Implementation of emerging technologies, such as artificial intelligence and machine learning, as part of the manufacturing process by us or members of our supply chain; and

Item 1A, Risk Factors, 10-K Feb 12, 2026open_in_new

The increase in segment net sales was primarily due to continued growth in our Enterprise business driven by strong demand for our Generative AI products, and in our Carrier business, driven by demand for datacenter interconnect products and fiber-to-the-home products.

Item 7, MD&A, 10-K Feb 12, 2026open_in_new

… Governments around the world have adopted, and may continue to adopt, laws and regulations related to AI, including the European Union’s (“EU”) Artificial Intelligence Act. Federal and state agencies in the U.S. have enacted or are considering enacting …

Item 1A, Risk Factors, 10-K Feb 27, 2026open_in_new

While we attempt to restrict the use of third-party and open source AI tools, such as ChatGPT, our employees and consultants may use these tools on an unauthorized basis and our partners may also use these tools. Such use …

Item 1A, Risk Factors, 10-K Feb 27, 2026open_in_new

Our use of artificial intelligence (“AI”) technology and the incorporation of AI technology into our products carries risks and challenges that could adversely affect our business, financial condition, results of operations, and prospects.

Item 1A, Risk Factors, 10-K Nov 21, 2025open_in_new

We also use AI tools internally to make certain business processes more efficient. While these technologies offer significant benefits, they also create risks and challenges. Although we implement measures to address the accuracy and appropriate use of AI tools, including …

Item 1A, Risk Factors, 10-K Nov 21, 2025open_in_new

… malware, software vulnerabilities, system failures, restricted network access, unauthorized access, terrorism, nation-state espionage, employee malfeasance, use of artificial intelligence (AI) tools, or human error. These events could, among other things, compromise our information technology networks; result in corrupt or …

Item 1A, Risk Factors, 10-K Feb 6, 2026open_in_new

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