Starbucks Working on AI Tools to Replace Microsoft and IBM Software
u/Optimal_Image5192 ·
Reddit — r/StockMarket
· July 09, 2026 at 11:45
· ⬆ 32 pts
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Starbucks is reportedly using AI to build in-house software that could replace some Microsoft inventory and IBM maintenance tools.
Some rollout could happen by end of 2027 if testing works.
$SBUX spends about $400M/year on software and is targeting $2B in cost cuts.
Starbucks has also been working on a POS system that would replace Oracle Simphony. CTO Anand Varadarajan told employees: “There’s clear opportunities to reduce the spend in software.”
This is a huge signal of enterprise-level adoption for AI imo. If true, I think more companies would see this as a signal to adopt this technology as means of reducing CapEx.