IBM sees the coming infrastructure boom as a big opportunity.
"Big Blue's big plan" (Fortune Magazine) talks about how CEO Sam Palmisano sees the current financial crisis as "humanity screaming for change" and an opportunity for systemic overhaul to what IBM terms its "Smarter Planet" initiative. IBM envisions embedding sensors into everything--food shipments, water pipes, electrical grids--to detect what's happening, and making sense of it all through data analytics software, so that each system can be treated as and managed as a massive network. This will be used to make these systems run more efficiently, provide better service, and place less strain on the environment.
Fortune: Big Blue's big plan