IBM announces intent to acquire Confluent

December 22, 2025 - Research Z244

IBM announced its intent to acquire Confluent for $11 billion, combining IBM’s transactional messaging platform with Confluent’s Kafka, WarpStream, and managed Flink offerings. Most enterprises run these systems separately and connect them through custom integration. This approach creates overhead that slows AI adoption, since AI workloads perform better with continuous data feeds. The combined offering enabled through this acquisition provides native MQ-to-Kafka connectivity that lets organizations move data from transactional systems into AI applications without rebuilding infrastructure. This extends the value inherent with managed streaming services with up to 90 percent cost savings compared to self-managed deployments and allows existing IBM customers seeking real-time streaming for AI workloads to achieve better results with lower initial and ongoing costs.