IBM Nears Roughly $11B Deal for Confluent

(wsj.com)

11 points | by mfiguiere 2 days ago

2 comments

  • hodgesrm 2 days ago
    IBM is turning into a real player for enterprise data. They have a very long history of data related products and their portfolio is starting to look interesting again, especially if it includes Kafka and the Confluent cloud service.

    I just hope this is not another Data+AI play. There's real value in doing data properly that does not go away. AI return on investment is much more speculative.

  • ChrisArchitect 2 days ago