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In this interview from IBM Think 2026, Ric Lewis, senior vice president of infrastructure at IBM, joins theCUBE's John Furrier and Dave Vellante to discuss how IBM is evolving its infrastructure portfolio to serve as the foundation for enterprise agentic AI. Lewis opens by highlighting Z's sustained momentum — growing 20 to 30% program to program for nearly a decade as new workloads and on-chip AI capabilities gain traction. He details IBM's plan to integrate ARM natively into the next generation of Z systems at the hardware level, enabling enterprises to run ARM ecosystem apps at full performance alongside traditional workloads without emulation. Lewis frames hybrid as inevitable: because AI quality depends entirely on data quality, and that data is distributed across clouds, on-premises systems and edge environments, IBM is engineering infrastructure that brings AI capability directly to the data. The conversation also explores the three hurdles slowing enterprise AI adoption: hybrid data access, data quality and scalability. Lewis introduces a sharp distinction — enterprise data is either a gold mine or a landfill, and applying AI to a landfill only accelerates the digging. IBM's storage platform addresses this with Content Aware, a feature designed to surface and structure AI-ready data within large repositories. On sovereignty, Lewis notes that IBM processes 70% of the world's financial transactions through Z systems already deployed in banks and financial institutions, making sovereign AI IBM's home court advantage. The discussion turns to how client intimacy has driven IBM's deepest innovations — inline fraud detection embedded directly in Z processors, developed years before the generative AI wave, now returning hundreds of millions of dollars to financial clients by stopping fraudulent transactions at the point of occurrence. From fit-for-purpose quantum computing as a next-generation co-processor to IBM's internal deployment of AI across a 13,000-person global support organization, Lewis outlines why infrastructure specialization — not consolidation — defines the path forward. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Intro 00:05 - Exploring AI and Industry Evolution: Insights from IBM and theCUBE 02:12 - IBM Z and ARM: Growth, Integration and Challenges 04:56 - IBM's Journey in the Evolving Cloud: Bridging Hyperscale and Hybrid AI 08:16 - Heterogeneous Environments in Enterprises 11:40 - Addressing AI Adoption Gaps 15:04 - Sovereignty and AI Builder Role 17:30 - Advancing Technology: AI Integration, Storage Innovations and Quantum Computing in IBM's Strategy 20:22 - Collaborative Vision in a Hybrid Enterprise 22:50 - Closing Remarks and Future Prospects #theCUBE #IBMThink #theCUBEresearch #IBM #HybridCloud #AI #Mainframe

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