International Business Machines Corp Stock Price, News & Analysis

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.

IBM (NYSE:IBM) and ESPN have enhanced their fantasy football partnership by introducing new AI-powered Fantasy Insights built with IBM watsonx for the 2025 season. The feature will serve ESPN's 14 million fantasy football players with personalized recommendations derived from over 36 billion insights throughout the season.

The new AI-powered insights include several categories such as Buy Low Sell High, Diamond in the Rough, Trade Bait, Predicted Top Boom/Bust, Hot in the Media, and more. These features leverage watsonx.data to centralize information from various sources and deliver unique, fan-focused recommendations to help fantasy managers make more informed roster decisions.

IBM (NYSE:IBM) has launched a new brand campaign titled "Let's create smarter business" focused on enterprise AI adoption. The multi-platform campaign features Formula 1 champion Lewis Hamilton as the voice of three broadcast advertisements, highlighting IBM's approach to implementing AI, hybrid cloud, and quantum technologies for business transformation.

The campaign, developed with Ogilvy, addresses the challenges businesses face in moving from AI pilots to comprehensive solutions. It builds upon IBM's role as Scuderia Ferrari's Official Fan Engagement and Data Analytics Partner, where IBM recently redesigned Ferrari's mobile app using AI technologies. The campaign will run throughout 2025 across broadcast, digital, print, and social media platforms, debuting during the US Open.

IBM (NYSE: IBM) and AMD (NASDAQ: AMD) have announced a groundbreaking collaboration to develop next-generation quantum-centric supercomputing architectures. The partnership combines IBM's expertise in quantum computing with AMD's leadership in high-performance computing and AI accelerators.

The collaboration aims to integrate AMD's CPUs, GPUs, and FPGAs with IBM quantum computers to accelerate new algorithms and advance IBM's goal of delivering fault-tolerant quantum computers by 2030. An initial demonstration is planned for later this year to showcase how IBM quantum computers can work alongside AMD technologies in hybrid quantum-classical workflows.

The partnership builds on IBM's existing quantum computing initiatives, including collaborations with RIKEN, Cleveland Clinic, and others. AMD brings its proven track record in supercomputing, powering the world's two fastest supercomputers, Frontier and El Capitan.