International Business Machines Corp Stock Price, News & Analysis

IBM (NYSE: IBM) and the Basque Government inaugurated Europe’s first IBM Quantum System Two on Oct. 14, 2025 at the IBM-Euskadi Quantum Computational Center in San Sebastián.

The system is powered by a 156-qubit IBM Quantum Heron processor, is the second System Two deployed outside the US, and is designed to scale to multi-processor utility-scale algorithms that surpass classical brute-force simulation. Members of the center gain access to the system to support research in materials science, high-energy physics, energy, biomedicine, and AI aligned with the IKUR 2030 vision.

IBM (NYSE: IBM) will report third-quarter 2025 financial results and host a quarterly conference call on Wednesday, October 22, 2025 at 5:00 p.m. ET.

Investors can access a live webcast at www.ibm.com/investor. The company said the earnings press release will be posted on the investor website prior to the webcast, and a replay, associated charts, and prepared remarks will be available after the event.

S&P Global (NYSE: SPGI) and IBM announced a strategic alliance on October 8, 2025 to embed IBM's watsonx Orchestrate agentic framework into S&P Global's offerings, starting with supply chain management.

The collaboration will combine IBM agent orchestration with S&P Global data, research and analytics to build new agents in IBM's watsonx Agent Catalog, enhance supply chain visibility and vendor selection, and expand into finance, procurement and insurance.

IBM's Agent Catalog currently lists 500+ pre-built agents. The companies said plans and future directions are goals and may be changed or withdrawn.

IBM (NYSE: IBM) announced general availability of the Spyre Accelerator to run generative and agentic AI with low-latency inferencing while prioritizing security and resilience for core workloads.

Key facts: Spyre will be generally available on Oct 28, 2025 for IBM z17 and LinuxONE 5, and in early December 2025 for Power11. Each Spyre is a 5nm system-on-chip with 32 accelerator cores, 25.6 billion transistors, and ships on a 75-watt PCIe card. Systems can cluster up to 48 cards on IBM Z/LinuxONE or 16 cards on IBM Power.

IBM positions Spyre for on-prem AI acceleration, integration with Telum II on mainframes, use cases like advanced fraud detection and retail automation, and one-click AI services on Power.

IBM (NYSE: IBM) unveiled new and upcoming software and infrastructure capabilities at TechXchange 2025 to help enterprises operationalize AI across development, operations and business workflows.

Key announcements include enhancements to watsonx Orchestrate (500+ tools, AgentOps observability, Agentic workflows GA, Langflow visual builder in tech preview), Project infragraph from the HashiCorp integration (unified control plane, private beta expected Dec 2025) and Project Bob (AI-first IDE in private tech preview using Anthropic, Mistral, Llama, IBM Granite). IBM also announced a partnership to integrate Anthropic LLMs into select products.

IBM (NYSE: IBM) and Anthropic announced a strategic partnership on October 7, 2025 to integrate Anthropic's Claude family of LLMs into select IBM software products, beginning with a new AI‑first integrated development environment (IDE) in private preview.

IBM says >6,000 internal early adopters are testing the IDE and report average 45% productivity gains. The collaboration emphasizes built‑in security, governance, cost controls, a published Agent Development Lifecycle (ADLC) guide verified by Anthropic, and IBM contributions to the Model Context Protocol community.

IBM and Anthropic said they are exploring additional product integrations; statements of future intent are subject to change.

IBM (NYSE: IBM) and AMD (NASDAQ: AMD) have announced a strategic collaboration to provide advanced AI infrastructure to Zyphra, an open-source AI research company. The multi-year agreement involves deploying a large cluster of AMD Instinct MI300X GPUs on IBM Cloud for training frontier multimodal foundation models.

Zyphra, recently valued at $1 billion after its Series A funding, will utilize this infrastructure to develop Maia, a general-purpose superagent for enterprise knowledge workers. The deployment began in September 2025, with planned expansion in 2026, marking the first large-scale implementation of AMD's full-stack training platform on IBM Cloud.

This collaboration builds on IBM and AMD's existing partnership, which includes plans to develop quantum-centric supercomputing architectures, combining IBM's quantum computing expertise with AMD's high-performance computing capabilities.

Datavault AI (NASDAQ:DVLT) announced a significant partnership expansion with IBM (NYSE:IBM), which has committed to invest approximately $5 million worth of resources (20,000 hours) in engineering and technical expertise. The collaboration aims to enhance Datavault AI's platform development and market reach.

IBM will provide engineering, technical sales, and quantum computing expertise to support Datavault AI's growth initiatives, including integration with watsonx.ai and watsonx.governance platforms. The partnership focuses on enabling data monetization solutions for enterprises, with McKinsey projecting generative AI to add $2.6-4.4 trillion in annual revenue across key business applications.

HashiCorp, now an IBM company, unveiled Project infragraph at HashiConf 2025, marking a significant step towards agentic infrastructure automation. The project introduces a real-time infrastructure graph that connects infrastructure, applications, services, and ownership across hybrid cloud environments.

The company announced several key updates to their Infrastructure Lifecycle Management (ILM) and Security Lifecycle Management (SLM) capabilities. Notable features include HCP Terraform Stacks, enhanced secrets detection, and new security tools. The private beta for Project infragraph is expected to open in December 2025.

Project infragraph will integrate with IBM's broader software portfolio, including Red Hat Ansible, OpenShift, IBM watsonx Orchestrate, Concert, Turbonomic, and Cloudability, aiming to unify infrastructure, security, and applications under a consistent data and policy model.