分析师观点出现分化。Evercore ISI 认为，IBM 早已向客户提供多种现代化路径，主机客户仍因可靠性、吞吐量、安全性等因素坚持使用该平台，并重申对 IBM 的「跑赢大盘」评级。
Local sandboxing on developer machinesEverything above is about server-side multi-tenant isolation, where the threat is adversarial code escaping a sandbox to compromise a shared host. There is a related but different problem on developer machines: AI coding agents that execute commands locally on your laptop. The threat model shifts. There is no multi-tenancy. The concern is not kernel exploitation but rather preventing an agent from reading your ~/.ssh keys, exfiltrating secrets over the network, or writing to paths outside the project. Or you know if you are running Clawdbot locally, then everything is fair game.
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