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IBM business model at risk? Anthropic's Claude can modernise COBOL code; stocks fall 13%
IBM shares plunged 13% after Anthropic said its Claude Code can automate COBOL modernisation—threatening a core IBM mainframe and legacy IT services revenue stream tied to the ageing programming ...
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After Anthropic introduced a tool for automating time-consuming COBOL modernization, IBM's stock plummeted over 13 percent.
23日（現地時間）の米株式市場で米IBMの株価が急落し、1日の下落率としては約25年ぶりの大きさを記録した。AIスタートアップの米Anthropicが、メインフレームで使われるプログラミング言語「COBOL」の近代化を「Claude Code」で支援できると主張したことが材料視された。
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