IBM’s book of business for its Watsonx platform and generative AI offerings roughly doubled from 3Q to 4Q, with two thirds of that coming from signings in its consulting segment and the rest flowing through its software unit. CFO Jim Kavanaugh tells WSJ the company has had thousands of hands-on client interactions quarter-to-quarter and seen the number of client pilots of its AI tech shoot up fivefold. “We’re seeing a lot of acceleration overall,” he says.