IBM’s Strategic Acquisition: A $11 Billion Bet on Real-Time Data for AI

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IBM has announced its intention to acquire the data-streaming platform Confluent for approximately $11 billion in an all-cash transaction. This acquisition aims to enhance IBM’s AI and hybrid cloud capabilities by integrating Confluent’s real-time data streaming technology, which is built on Apache Kafka, to support advanced AI applications. The deal is expected to finalize by mid-2026, pending shareholder and regulatory approvals, and aligns with IBM’s broader strategy to embed AI across its offerings, including new FlashSystem storage solutions.

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