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Fusemachines and IBM Platinum Partner ModulAIre Announce Strategic Partnership to Deliver Enterprise AI Solutions Powered by Fusemachines AI Studio

Rhea-AI Impact
(Neutral)
Rhea-AI Sentiment
(Very Positive)
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partnership AI

Fusemachines (NASDAQ: FUSE) announced a strategic partnership with IBM Platinum Partner ModulAIre to deliver enterprise AI solutions integrated into IBM-based environments.

The collaboration will integrate Fusemachines AI Studio into ModulAIre’s AI and data portfolio to accelerate production-ready, governed, and scalable AI across IBM Cloud, Watson, and data platforms, focusing on operational efficiency, intelligent automation, predictive insights, and decision intelligence.

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Positive

  • Integration of Fusemachines AI Studio into ModulAIre’s AI and data portfolio
  • Focus on production-ready, governed, and scalable AI systems for enterprises
  • Leverages ModulAIre’s status as an IBM Platinum Partner and IBM platform expertise

Negative

  • None.

News Market Reaction – FUSE

+70.89% 5200.1x vol
44 alerts
+70.89% News Effect
+71.8% Peak Tracked
-4.3% Trough Tracked
+$43M Valuation Impact
$104M Market Cap
5200.1x Rel. Volume

On the day this news was published, FUSE gained 70.89%, reflecting a significant positive market reaction. Argus tracked a peak move of +71.8% during that session. Argus tracked a trough of -4.3% from its starting point during tracking. Our momentum scanner triggered 44 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $43M to the company's valuation, bringing the market cap to $104M at that time. Trading volume was exceptionally heavy at 5200.1x the daily average, suggesting very strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Beneficial ownership: 5,092,476 shares (17.03%) Shares outstanding basis: 29,908,235 shares Public warrant shares: 9,487,500 shares +5 more
8 metrics
Beneficial ownership 5,092,476 shares (17.03%) Consilium Frontier Equity Fund and related filers per <b>Schedule 13G/A</b>
Shares outstanding basis 29,908,235 shares Share count used to calculate 17.03% ownership in <b>Schedule 13G/A</b>
Public warrant shares 9,487,500 shares Common stock issuable upon exercise of public warrants in <b>S-1/A</b>
Resale registration 23,487,434 shares Common stock registered for resale by existing holders in <b>S-1/A</b>
Business combination consideration $200,000,000 Aggregate stock consideration in completed business combination with CSLM
CEO equity award 475,000 RSUs Restricted stock units granted on <b>01/06/2025</b> per Form 4
CFO equity award 215,000 RSUs Restricted stock units granted on <b>01/06/2025</b> per Form 4
Director indirect holdings 2,677,292 shares Indirectly owned by Timothy Edward Gocher via Dolma entities per Form 4

Market Reality Check

Price: $1.32 Vol: Volume 15,944 vs 20-day a...
low vol
$1.32 Last Close
Volume Volume 15,944 vs 20-day average 37,958 (relative volume 0.42x), indicating subdued trading ahead of the announcement. low
Technical Shares trade below the 200-day MA, with price at 1.58 versus MA(200) at 7.24, reflecting a pre-existing downtrend.

Peers on Argus

No peers in the provided sector list showed momentum flags or same-day headlines...

No peers in the provided sector list showed momentum flags or same-day headlines, suggesting this IBM-focused AI partnership is being priced as company-specific rather than part of a sector-wide move.

Previous Partnership,AI Reports

1 past event · Latest: Dec 01 (Positive)
Same Type Pattern 1 events
Date Event Sentiment Move Catalyst
Dec 01 AI partnership Positive -9.8% AI Studio for Real Estate integration with RentRedi’s property platform.
Pattern Detected

Past AI partnership news coincided with a negative next-day move, indicating investor reactions to such collaborations have been cautious.

Recent Company History

Recent news for Fusemachines has centered on growth initiatives and partnerships. A prior December 1, 2025 AI partnership with RentRedi integrating AI Studio for Real Estate led to a -9.84% next-day move despite its strategic focus on long-term AI innovation and operational efficiency. Today’s IBM Platinum Partner ModulAIre collaboration again emphasizes deploying Fusemachines AI Studio into enterprise environments, consistent with a strategy of using partnerships to expand AI Studio’s reach across industries and platforms.

Historical Comparison

+9.8% avg move · This AI partnership continues Fusemachines’ pattern of using AI Studio collaborations to penetrate v...
partnership,AI
+9.8%
Average Historical Move partnership,AI

This AI partnership continues Fusemachines’ pattern of using AI Studio collaborations to penetrate verticals. The prior Dec 1, 2025 partnership saw a -9.84% move, showing that similar announcements have not always been rewarded in the short term.

The company has repeatedly used AI Studio-centered partnerships, from real estate with RentRedi to broader enterprise deployments, to extend its platform into domain-specific and infrastructure-specific ecosystems.

Market Pulse Summary

The stock surged +70.9% in the session following this news. A strong positive reaction aligns with t...
Analysis

The stock surged +70.9% in the session following this news. A strong positive reaction aligns with the company’s strategy of expanding Fusemachines AI Studio via high-profile partnerships. Historical AI partnership news, such as the Dec 1, 2025 RentRedi deal, previously coincided with a -9.84% move, so sustained strength has not been guaranteed. Investors could weigh this ModulAIre collaboration alongside existing warrant overhang of 9,487,500 shares and substantial insider and institutional ownership when assessing durability.

Key Terms

restricted stock units, rsus, public warrants, private placement warrants, +4 more
8 terms
restricted stock units financial
"she was granted a total of 215,000 restricted stock units (RSUs) of Fusemachines common"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
rsus financial
"Each RSU represents a contingent right to receive one share of Fusemachines"
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
public warrants financial
"issuance of up to 9,487,500 shares of common stock upon the exercise of 9,487,500 public warrants"
Public warrants are tradable securities that give the holder the right to buy a company’s stock at a fixed price before a set expiration date. Like a coupon that lets you purchase shares later at a preset price, they matter to investors because using them can bring new cash into the company but also increase the total number of shares outstanding, which can dilute existing ownership and influence the stock’s price and potential gains.
private placement warrants financial
"including 3,971,250 shares underlying private placement warrants"
Private placement warrants are tradable coupons given directly to a limited group of investors that let the holder buy a company's shares at a fixed price before a set expiration date. They matter to investors because they can provide extra upside if the stock rises and give companies a way to raise money outside a public offering, but they also can increase the number of shares outstanding (dilution) and therefore affect share value and investor returns.
schedule 13g/a regulatory
"[SCHEDULE 13G/A] Fusemachines Inc. Amended Passive Investment Disclosure"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
registration statement regulatory
"has filed a pre-effective amended registration statement covering a mixed offering"
A registration statement is a formal document that companies file with a government agency to offer new shares of stock to the public. It provides essential information about the company's finances, operations, and risks, helping investors make informed decisions. Think of it as a detailed product description that ensures transparency and trust before buying into a company.
beneficially owns regulatory
"beneficially owns 5,092,476 shares of its common stock, representing 17.03%"
Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.
regulation fd regulatory
"materials are being provided as exhibits for informational purposes under a Regulation FD disclosure"
Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.

AI-generated analysis. Not financial advice.

Partnership to deliver enterprise AI solutions to IBM-based environments focused on efficiency, automation and intelligence

NEW YORK, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Fusemachines Inc. (“Fusemachines” or the “Company”) (NASDAQ: FUSE), a leading provider of enterprise artificial intelligence technologies, today announced a strategic partnership with ModulAIre, an IBM Platinum Partner recognized for its deep expertise in AI-driven enterprise transformation and IBM technologies. The partnership will bring Fusemachines AI Studio and related AI services to enterprise clients seeking to operationalize AI at scale within IBM-based environments.

Through this collaboration, ModulAIre will integrate Fusemachines AI Studio into its AI and data portfolio, enabling enterprises to design, build, deploy, and manage AI solutions more efficiently while leveraging IBM infrastructure. The joint offering is designed to help organizations move from AI experimentation to production-ready, governed, and scalable AI systems.

“Enterprises are looking for AI solutions that are production-ready and deliver measurable impact,” said Sameer Maskey, CEO and Founder of Fusemachines. “With ModulAIre’s deep expertise in IBM technologies, we are offering unified, enterprise-grade AI solutions that are scalable, secure, and seamlessly integrated into IBM environments.”

The partnership will initially focus on industry- and pain point–specific AI use cases where ModulAIre has extensive experience delivering solutions on IBM infrastructure. By combining Fusemachines AI Studio with ModulAIre’s deep domain knowledge and expertise across IBM platforms, the companies will help enterprises address high-impact challenges such as operational efficiency, intelligent automation, predictive insights and decision intelligence.

“Our clients want AI solutions that fit naturally into enterprise environments while solving real business problems,” said Curren Katz, PhD, CEO of ModulAIre. “Together with Fusemachines, we plan to deliver enterprise-grade AI solutions that combine strong technical foundations with governance, scalability, and long-term business value.”

Fusemachines AI Studio is an end-to-end enterprise AI platform that accelerates the full AI lifecycle, from data preparation and model development to deployment, monitoring, and governance. Built with enterprise requirements in mind, AI Studio enables organizations to operationalize AI faster while maintaining transparency, compliance, and performance at scale.

ModulAIre brings extensive experience delivering AI-enabled solutions across industries using IBM technologies, including IBM Cloud, Watson, and IBM’s data and integration platforms. As an IBM Platinum Partner, Modulaire has a proven track record of helping enterprises modernize mission-critical systems and embed AI into core business processes.

About Fusemachines

Founded in 2013, Fusemachines is a global provider of enterprise AI products and services, on a mission to democratize AI. Leveraging proprietary AI Studio and AI Engines, the company helps drive the clients’ AI Enterprise Transformation, regardless of where they are in their Digital AI journeys. With offices in North America, Asia, and Latin America, Fusemachines provides a suite of enterprise AI offerings and specialty services that allow organizations of any size to implement and scale AI. Fusemachines serves companies in industries such as retail, manufacturing, and government.

Fusemachines continues to actively pursue the mission of democratizing AI for the masses by providing high-quality AI education in underserved communities and helping organizations achieve their full potential with AI.

To learn about Fusemachines, visit www.fusemachines.com.

About ModulAIre

ModulAIre is an IBM Platinum Business Partner led by former Fortune 100 executives and industry-recognized AI experts. Specializing in "AI-in-a-Box" solutions, ModulAIre helps organizations move beyond generative AI usage to become "AI Value Creators" by embedding ethical, scalable, and governed AI into core business functions. With over 225 digital transformations executed, the firm delivers rapid operational value through its proprietary modular framework. 

For more information, visit www.modulaire.ai.

Forward-Looking Statements

This press release contains “forward‑looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward‑looking statements include, among other things, statements regarding our strategy; the success of the commercial arrangement between Fusemachines and ModulAIre; plans and objectives of management; expected growth and market opportunities; our positioning for future periods, including 2026; anticipated product and technology development, including AI Studio and AI Engines; focused vertical expansion in retail and real estate sales and marketing initiatives; partnerships, reseller and systems integrator relationships; potential acquisitions and integration opportunities; operational milestones; customer adoption and anticipated enterprise ROI; responsible AI governance initiatives; and other future events or performance. Words such as “aim,” “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “seek,” “should,” “target,” “will,” “would,” and similar expressions are intended to identify forward‑looking statements.

Forward‑looking statements are based on our current expectations, estimates, assumptions, and projections and are not guarantees of future performance. Actual results may differ materially from those expressed or implied by these forward‑looking statements due to a number of risks and uncertainties, including, among others: our ability to execute our growth strategy in our target verticals; the pace of enterprise adoption of AI solutions and our ability to demonstrate customer ROI; our ability to attract, develop and retain partners, resellers and talent and to scale our sales and delivery organizations; our ability to develop, commercialize and enhance our AI platform and engines in a timely manner; competition and the evolving regulatory landscape for AI and data privacy; our ability to identify, complete and integrate acquisitions and to realize expected synergies; macroeconomic, geopolitical and industry conditions; our reliance on third‑party platforms, data, and infrastructure; cybersecurity, data protection and intellectual property risks; our ability to access and deploy capital efficiently; and the other risks and uncertainties set forth in our filings with the Securities and Exchange Commission (the “Commission”), including our Registration Statement on Form S-4 (File No. 333-283520) declared effective by the Commission on June 30, 2025, our Current Report on Form 8-K filed with the Commission on October 29, 2025 as amended on November 28, 2025, and subsequent filings.

You are cautioned not to place undue reliance on these forward‑looking statements. Any forward‑looking statement speaks only as of the date it is made, and we undertake no obligation to update any forward‑looking statements to reflect events or circumstances after the date of this presentation, except as required by law.

Media Contact:
pr@fusemachines.com
+1 347 212-5075

Investor Contact:
Gateway Group
Ralf Esper
FUSE@gateway-grp.com
+1 949-574-3860


FAQ

What did Fusemachines (FUSE) announce on February 2, 2026 about ModulAIre?

Fusemachines announced a strategic partnership with ModulAIre to integrate Fusemachines AI Studio into IBM-based environments. According to Fusemachines, the collaboration will enable enterprises to design, build, deploy, and manage production-ready AI with governance and scalability on IBM platforms.

How will the Fusemachines–ModulAIre partnership affect enterprise AI deployment for FUSE customers?

The partnership aims to accelerate enterprise AI deployment by integrating AI Studio with IBM infrastructure for faster production readiness. According to Fusemachines, this helps move organizations from experimentation to governed, scalable AI addressing automation, efficiency, and predictive insights.

Which IBM technologies will be involved in the FUSE and ModulAIre joint offering?

The joint offering will leverage IBM Cloud, Watson, and IBM data and integration platforms as core infrastructure. According to ModulAIre, combining these IBM technologies with AI Studio enables tailored, enterprise-grade AI solutions across industry-specific use cases.

What business problems will Fusemachines and ModulAIre target with their FUSE partnership?

They will target operational efficiency, intelligent automation, predictive insights, and decision intelligence for enterprise clients. According to Fusemachines, the collaboration focuses on industry- and pain point–specific AI use cases where ModulAIre has deep IBM-based delivery experience.

Does the partnership change Fusemachines AI Studio capabilities for enterprises using IBM environments?

The partnership extends AI Studio integration into ModulAIre’s IBM-focused services portfolio to enhance deployment and governance. According to Fusemachines, this integration aims to improve transparency, compliance, monitoring, and lifecycle management at enterprise scale.
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