Why IBM Thinks Confluent Can Speed Up Its AI Strategy

Why IBM Thinks Confluent Can Speed Up Its AI Strategy

By Shivani Kumaresan
Publication Date: 2025-12-08 13:44:00

Confluent’s platform enables real-time data integration and management, critical for AI and hybrid cloud applications.

  • The combination of IBM’s AI infrastructure, automation, and consulting offerings with Confluent’s data streaming services will provide revenue growth.
  • IBM has reached an agreement to acquire Confluent for $11 billion. 
  • Confluent’s total addressable market (TAM) has doubled from $50 billion to $100 billion in 2025.

IBM (IBM) announced on Monday a definitive agreement to acquire Confluent, Inc. (CFLT) for $31 per share in cash, valuing the enterprise at approximately $11 billion. 

Confluent, an enterprise data streaming company built on Apache Kafka, provides a platform that enables real-time data integration and management, critical for AI and hybrid cloud applications.

How Will The Acquisition Help IBM? 

Confluent’s platform allows organizations to process and govern real-time data across systems, addressing data silos that hinder AI deployment. 

The…