IBM & Amazon — Amazon Web Services

IBM: IBM unveiled a comprehensive expansion of its enterprise AI and hybrid cloud management capabilities, including new platforms and services like watsonx Orchestrate, IBM Confluent, IBM Concert platform, and IBM Sovereign Core. These advancements aim to help enterprises redesign operations with AI, improve data management, automate infrastructure, and ensure operational sovereignty. IBM also introduced updates to its Enterprise Advantage and Consulting Advantage services, demonstrating significant productivity gains from AI and hybrid cloud solutions.

Amazon — Amazon Web Services: Amazon — Amazon Web Services (AWS) is expanding its collaboration with IBM, with IBM Consulting Advantage now FedRAMP authorized and available on AWS GovCloud (U.S.), providing secured access to AI and automation capabilities for federal agencies.

IBM: IBM is acquiring Confluent for $11 billion to enhance its AI and cloud computing capabilities, aiming to strengthen its position against hyperscalers and expand its data management offerings. Its shares dipped slightly after the announcement.

Amazon — Amazon Web Services: IBM's acquisition of Confluent is seen as a move to position IBM more competitively against hyperscalers like Amazon — Amazon Web Services, which have heavily invested in real-time data solutions.

IBM: IBM is mentioned as another US tech firm that has scaled back its research divisions in China recently, similar to Amazon (company)'s actions.

Amazon — Amazon Web Services: Amazon — Amazon Web Services (AWS) established the China — Shanghai lab in 2018 and is the unit undergoing layoffs and strategic adjustments that led to the lab's closure.

IBM: IBM watsonx Orchestrate is one of the leading agentic platforms with which Celonis has built deep integrations, ensuring the Context Model is accessible.

Amazon — Amazon Web Services: Amazon — Amazon Web Services is one of the data layer partners with which Celonis Platform integrates, providing zero-copy integrations for enterprise data.