NYSE:IBM

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IBM and SAP Expand Cloud ERP Offering to Help Businesses Build AI-Ready Operations

IBM (NYSE: IBM) announced IBM Ready for SAP Solutions, a new offering designed to help midsize and fast-growing companies modernize ERP systems, unify enterprise data and establish a stronger foundation for future AI deployments.

The solution combines IBM’s industry expertise, fit-to-standard delivery approach and IBM Consulting Advantage, its AI-powered consulting platform, with SAP Cloud ERP. IBM said the offering is intended to shorten transformation timelines while helping companies standardize operations and prepare data and business processes for broader AI use.

Volumetric Building Companies is one early customer. The modular construction company completed an SAP Cloud ERP transformation with IBM in three months and reduced operational cycle times by 50% across purchasing, manufacturing and inventory processes.

Second Nature Brands also used the offering to integrate the Voortman Bakery business following an acquisition, creating a common enterprise platform across the combined organization.

IBM said the two deployments illustrate different use cases for the platform: operational efficiency on one side and post-acquisition integration on the other. Both are aimed at creating a more connected digital core that can support automation and AI at scale.

The launch reflects growing demand for ERP modernization as companies seek to connect data, processes and AI systems more effectively. IBM cited research showing that 68% of enterprises consider accelerating ERP modernization important for improving efficiency and competitiveness.

IBM Ready for SAP Solutions is currently available in selected countries and industries, with broader global expansion planned.
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Zscaler (NASDAQ: ZS) announced a collaboration with IBM and Red Hat aimed at protecting private applications during the critical period between vulnerability disclosure and patch deployment.

The partnership combines Zscaler’s Autonomous Application Shield with Lightwell from IBM and Red Hat, allowing organizations to block exploit attempts in real time while validated software fixes are prepared and deployed. Zscaler said the approach is designed to address a growing cybersecurity challenge as AI accelerates the speed at which newly disclosed vulnerabilities can be exploited.

Operating through the Zscaler Zero Trust Exchange, the system continuously assesses private applications for exposure and applies application-specific protections when new vulnerabilities emerge. Lightwell then provides validated source-level remediation for affected open-source software.

The companies said the integrated approach will support exposure discovery, machine-speed threat response and targeted remediation, reducing reliance on traditional patching cycles alone.

Zscaler’s Autonomous Application Shield is currently available through an Early Access Program.
IBM Adds Self-Hosted Deployment for Bob to Expand Enterprise AI Sovereignty

IBM introduced a self-hosted deployment option for IBM Bob, its agentic software development platform, allowing enterprises to run AI-powered development and modernization tools inside on-premises, private-cloud, sovereign-cloud and air-gapped environments.

The new deployment model is aimed at organizations handling sensitive source code, regulated data or mission-critical systems that may not be able to use public AI platforms because of security, compliance and data-residency requirements.

With the self-hosted version, enterprises can keep code, application context and data inside infrastructure they control while still using Bob for software development and modernization. Organizations can run supported licensed models on premises or connect Bob to external model services through hybrid configurations.

IBM said the approach allows customers to “bring AI to the data” rather than moving sensitive data to external AI services. The company is targeting regulated industries and organizations with strict governance requirements, including financial services, healthcare, telecommunications and government.

The launch reflects growing demand for sovereign and hybrid AI infrastructure as enterprises seek more control over where AI workloads run, what data they access and how they are governed.
IBM Backs NVIDIA Open Agent Safety Platform to Strengthen Enterprise AI Agent Security

IBM is supporting NVIDIA’s new Open Agent Safety Platform, an open software platform and reference design aimed at securing and governing AI agents as they take on more autonomous work across enterprise environments.

IBM said its contribution spans agent identity, credentials, infrastructure, storage and hybrid cloud. IBM Agent Identity and HashiCorp Vault are integrating with NVIDIA OpenShell to give agents verified identities and tightly controlled access, while IBM Identity Protection is designed to help organizations discover and monitor agents across their environments.

At the infrastructure level, IBM Storage is integrating NVIDIA BlueField-4 into IBM Fusion, while Red Hat OpenShift will support governed agent deployments across hybrid cloud environments. Red Hat is also working with NVIDIA to integrate BlueField and OpenShell for zero-trust security, runtime isolation and real-time threat detection.

NVIDIA’s approach places agents inside a policy-governed runtime and uses its Sentry framework and BlueField hardware to enforce access policies, verify agent identity and monitor behavior. IBM said the goal is to make agent actions attributable, least-privileged and auditable, even if the underlying workload is compromised.

The broader focus is shifting from what AI models can do to what enterprises can safely allow autonomous agents to do. IBM also joined NVIDIA as a founding member of the Open Secure AI Alliance, which is governed by the Linux Foundation.
IBM Acquires Logiq Consulting to Expand UK Cybersecurity and Secure Digital Transformation Capabilities

IBM (NYSE: IBM) acquired Logiq Consulting, a UK cybersecurity consultancy with expertise across defence, critical national infrastructure, government and other highly regulated sectors. The deal expands IBM Consulting’s cybersecurity and sovereign technology capabilities in the UK.

Logiq Consulting brings capabilities in cybersecurity assurance, Secure by Design, secure systems engineering, digital transformation and managed services. IBM said the acquisition will complement its existing SiXworks business and support its broader hybrid cloud, AI and digital sovereignty strategy, particularly for clients that need tighter control over sensitive data and technology environments.

The transaction also adds Logiq’s DISX platform, a managed sovereign collaboration system used to help government suppliers securely exchange sensitive information with UK government and defence organizations. IBM said the acquisition should strengthen its ability to help clients manage cyber risk, protect critical services and adopt AI securely.
IBM’s Anderon Finalizes $1 Billion U.S. CHIPS Award for Quantum Foundry

IBM (NYSE: IBM) subsidiary Anderon has finalized a $1 billion CHIPS and Science Act award with the U.S. Department of Commerce to accelerate research and development for quantum wafer manufacturing in the United States. The agreement follows the $1 billion proposed award announced in May.

Anderon operates a 300-millimeter pure-play quantum wafer foundry in Albany, New York, supported by an additional $1 billion investment from IBM. The facility is designed to manufacture specialized wafers for superconducting qubit arrays, quantum input/output signaling and readout components, with plans to support additional quantum technologies over time.

The company has already begun running its first quantum wafers through the facility, marking an early step toward production-scale manufacturing. The foundry is intended to serve IBM as well as other quantum technology companies, potentially expanding the domestic supply chain for quantum hardware.

The investment also supports IBM’s broader quantum strategy. IBM has committed more than $10 billion to quantum computing over five years and is working toward large-scale fault-tolerant quantum systems, making scalable wafer manufacturing an important part of its long-term technology roadmap.
IBM and Lockheed Martin Launch Swiss Quantum Innovation Hub at ETH Zurich

IBM and Lockheed Martin have established a new quantum innovation hub at ETH Zurich that will host Switzerland’s first IBM Quantum System Two, expanding access to advanced quantum computing for Swiss universities, industries and startups.

The system will be installed at the Swiss National Supercomputing Centre in Lugano and operated by IBM. It will use IBM’s Quantum Nighthawk processor, while ETH Zurich will provide expertise and resources to support research, workforce development and new industrial applications. Deployment is expected by the end of 2026.

Organizations participating in the hub will initially gain access to IBM’s existing quantum computers through the cloud before receiving access to the dedicated Swiss system. Potential applications include chemistry, materials science, optimization and financial services.

The initiative also expands the existing IBM-Lockheed Martin partnership. The companies plan joint research projects exploring quantum sensing for navigation and the use of advanced technologies to improve additive manufacturing of metallic alloys, with potential applications in aerospace and defense.
IBM Completes HRL Laboratories Acquisition to Strengthen Quantum Computing Roadmap

IBM (NYSE: IBM) has completed its acquisition of HRL Laboratories, bringing additional expertise in quantum computing, quantum sensing, materials science and advanced semiconductor technologies into IBM’s expanding quantum ecosystem.

The deal combines IBM’s leadership in superconducting quantum computing with HRL’s expertise in silicon-spin qubits, giving IBM exposure to complementary approaches to quantum hardware as it works toward large-scale, fault-tolerant quantum systems.

HRL Adds New Capabilities to IBM’s Quantum Platform

HRL Laboratories brings research capabilities spanning silicon-spin qubits, quantum sensing, quantum materials, cryogenics, control electronics, advanced packaging and interconnect technologies.

The silicon-spin expertise is particularly notable because IBM’s current quantum systems are primarily based on superconducting qubits. Adding HRL therefore broadens IBM’s technical capabilities rather than simply expanding its existing architecture.

HRL’s work in cryogenics, electronics and packaging could also contribute to solving some of the engineering challenges involved in scaling quantum computers from experimental systems toward commercially useful machines.

Acquisition Supports IBM’s Fault-Tolerant Quantum Roadmap

The transaction comes as IBM pushes toward its planned IBM Quantum Starling system, a fault-tolerant quantum computer targeted for 2029. IBM expects Starling to perform 100 million quantum operations, representing a major increase in computational capability compared with current systems.

Starling is expected to be followed by Blue Jay, IBM’s next-generation fault-tolerant system targeted for the mid-2030s.

HRL’s technology could support that roadmap across several layers of the quantum stack, particularly hardware design, materials, control systems and manufacturing.

The acquisition also complements IBM’s investment in quantum manufacturing. HRL’s silicon-based quantum technologies could eventually work alongside Anderon, IBM’s pure-play quantum wafer foundry, potentially allowing IBM to accelerate development and manufacturing across multiple quantum-computing architectures.

Why the Acquisition Matters for IBM

The deal reinforces IBM’s position as one of the major companies pursuing commercially viable quantum computing. More importantly, IBM is expanding beyond a single technological approach by combining its superconducting-qubit expertise with HRL’s silicon-spin capabilities.

That diversification could become strategically important because the industry has not yet established which qubit architecture — or combination of architectures — will ultimately provide the best path toward scalable fault-tolerant quantum computing.

The acquisition also preserves important industrial relationships. Boeing and General Motors, HRL’s former owners, will continue working with IBM and HRL on quantum applications and advanced technology development.

For IBM, the transaction is therefore more than an expansion of its research organization. It adds complementary quantum technologies, specialized engineering expertise and industrial partnerships as the company works toward its ambitious 2029 fault-tolerant quantum computing target.
IBM Unveils First Dual-Architecture Mainframe Processor, Bringing Arm to IBM Z and LinuxONE

IBM (NYSE: IBM) unveiled a next-generation processor designed to run both IBM and Arm architectures natively, marking a significant expansion of the company's mainframe strategy as enterprises increasingly deploy cloud-native and AI workloads.

Announced at the Hot Chips conference, the processor is being developed for future IBM Z and LinuxONE systems and represents the first major processor milestone from IBM's collaboration with Arm, established in April 2026.

IBM brings Arm ecosystem to the mainframe

The key innovation is that IBM is not simply placing separate Arm and IBM cores on the same chip. Each processor core is designed to execute Arm and IBM Z—or Arm and LinuxONE—instructions natively and concurrently.

That could allow customers to run Arm-native Linux environments alongside traditional z/OS and Linux workloads on IBM's enterprise systems.

The strategy gives IBM access to Arm's large software ecosystem, which includes more than 22 million developers and an expanding range of cloud-native and AI applications. For enterprises, it could reduce barriers to bringing newer applications onto infrastructure traditionally associated with mission-critical transaction processing.

2nm processor targets AI and high-performance workloads

IBM said the processor is being built on a 2-nanometer process and will feature 11 high-performance cores operating above 5.7 GHz.

It will also incorporate AI inference accelerators capable of supporting applications such as real-time fraud detection during transactions, along with a dedicated on-chip data processing unit for I/O acceleration and a large cache architecture.

The combination is particularly relevant to IBM's position in banking, insurance, government and other highly regulated industries, where customers increasingly want to integrate AI into core workloads without moving sensitive applications away from highly secure enterprise infrastructure.

Why it matters for IBM

The announcement strengthens IBM's effort to modernize its mainframe franchise rather than treating it as a legacy computing business. Native Arm compatibility potentially broadens the pool of applications that can run on IBM Z and LinuxONE while preserving the security, encryption, reliability and scalability that differentiate those systems.

It could also make IBM's infrastructure more relevant to the AI ecosystem. Arm architecture has expanded rapidly across cloud and AI computing, and combining that ecosystem with IBM's enterprise installed base could create additional opportunities for application modernization and AI deployment.

The processor remains a future technology rather than an immediate revenue catalyst, but strategically it represents an important architectural shift for IBM. By opening Z and LinuxONE to Arm-native applications, IBM is positioning its flagship enterprise systems to participate more directly in the convergence of traditional mission-critical computing, cloud-native software and AI.
IBM Connects Modular Cryogenic Systems in Step Toward Fault-Tolerant Quantum Computing

IBM has reached a major engineering milestone in its quantum computing roadmap by successfully connecting and cooling two modular cryogenic systems designed to support increasingly large networks of quantum processors.

The connected modules reached temperatures below 15 millikelvin, more than 180 times colder than deep space. Each module also provides up to 12 times more wiring space than IBM’s most widely used quantum systems, enabling substantially more connections between quantum chips.

The architecture is designed to work with IBM’s L-coupler technology, which connects separate quantum processors so they can communicate and operate as part of a larger system. IBM plans to use this approach to build a quantum computer with at least 1,000 programmable qubits by 2027 and will install its Nighthawk processors in the new cryogenic modules later this year for additional testing.

The development is another step toward IBM Quantum Starling, which IBM plans to deliver in 2029 as the world’s first large-scale fault-tolerant quantum computer. Fault tolerance is considered a critical requirement for commercially useful quantum computing because it allows systems to detect and correct errors while performing complex calculations.
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