TBH, I don't really think they compete in anything like similar markets. You buy a DGX A100, or a cluster of them, for training and running large deep learning

TBH, I don't really think they compete in anything like similar markets. You buy a DGX A100, or a cluster of them, for training and running large deep learning models (or for doing "traditional" HPC). IBM's solution is more a small inference engine that is part of the CPU, so you don't need to move you data off-chip when doing a little bit of inferencing as part of some other workflow. I don't work with mainframes so I could be talking out of my behind, but maybe something like DL-assisted fraud detection as part of processing bank transactions?