By Simply Wall St
Publication Date: 2026-02-19 20:09:00
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In recent weeks, IBM has joined the new Southeastern Quantum Collaborative alongside D-Wave and regional universities, unveiled an AI‑driven generation of FlashSystem storage, deepened QRadar integrations with Criminal IP, and was selected to support the Missile Defense Agency’s large SHIELD defense technology program.
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These developments collectively highlight IBM’s push to embed AI across infrastructure and security while reinforcing its role in quantum ecosystems and mission-critical government work.
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We’ll now examine how IBM’s AI-infused FlashSystem launch and broader technology moves may influence the company’s existing investment narrative.
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To own IBM, you need to believe its hybrid cloud and AI focus can offset macro uncertainty, federal spending swings, and competition in software and infrastructure. The recent FlashSystem AI storage launch, QRadar integrations, and…

