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IBM CEO Arvind Krishna warns US needs ‘Goldilocks’ AI regulation to compete


In an exclusive interview on FOX Business’ “The Claman Countdown,” IBM Chairman and CEO Arvind Krishna issued a direct warning to Washington: Finding the “Goldilocks” middle ground on artificial intelligence regulation is essential to maintaining American dominance.

“Look, I think we live in a regulated world and that is good to have the guardrails around innovation. If I look at it, the banking regulators did not say that AI is a different technology. They were always going to regulate the use case of it, whether it’s in payments or it’s in terms of customer service. In healthcare, the same thing applies. In telecom, the same thing applies. So there is always a level of government oversight,” Krishna explained to host Liz Claman.

“And I get back to the balance between too many regulations, it’s terrible, too few,” he added. “We may not love the outcome, so we got to find the Goldilocks middle.”

As the U.S. government scrutinizes AI models from tech giants like Google and Microsoft for national security risks, Krishna argues that while “guardrails” are necessary, any descent into government overreach will allow global competitors to seize the lead.

FROM ROGUE A.I. BLACKMAILING HUMANS TO CONDENSING SCHOOL DAYS, THE A.I. REVOLUTION IS ALREADY RESHAPING LIFE

The Big Tech executive emphasized that speed is the only way to win while acknowledging the defense-related concerns.

IBM CEO Arvind Krishna speaks on stage

IBM’s Arvind Krishna gives a keynote speech on March 11, 2025, in Austin, Texas. (Getty Images)

“This is always the balance between innovation and safety,” Krishna pointed out. “As long as they’re going to do their judgment quite quickly within a few days or a few weeks, I think that this serves everybody very well. If it turns into a bloated bureaucracy, that would not be so good for us to win the AI race.”

“Whenever there’s an exciting new technology that is going to unlock trillions in new revenue, trillions of productivity, even more in terms of potential revenue, people are going to come after it… I’ll just say it this way, the next few months we’ll separate the wheat from the chaff, and we think we are part of the substance, and we can help get real value,” he said.

According to an IBM press release out Tuesday, the company is touting efficiency gains for major global partners like Nestlé — which achieved 83% cost savings and 30x price-performance improvement using IBM’s data system — and Quantum Leap, which reportedly just reached a milestone for drug development.

Despite a 13% stock hit following headlines about competitors like Anthropic, Krishna told Claman that the fundamentals of IBM’s “AI Operating Model” remain robust, urging investors to look at…



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