COMPANIES · AI INFRA SOFTWARE

IBM

IBM sells hybrid-cloud software (including Red Hat), AI software and consulting to large businesses and governments, and is one of the biggest developers of superconducting quantum computers, now with a dedicated quantum wafer foundry, Anderon.

DirectAI infra software
What it does

IBM sells hybrid-cloud software (including Red Hat), AI software and consulting to large businesses and governments, and is one of the biggest developers of superconducting quantum computers, now with a dedicated quantum wafer foundry, Anderon.

Why it matters

IBM sells AI software and services directly, and it is placed in AI infrastructure software for that reason; its quantum program, linked to classical high-performance computing through partnerships such as its quantum-centric supercomputing plan with AMD, is why it is also a QTUM ETF holding. Quantum is a small part of IBM's business today.

How it makes money

Charges enterprises and governments for software subscriptions and licenses, consulting services, infrastructure hardware such as mainframes, and access to its quantum computers.

Geography

United States (Armonk, New York)

AI stack position

AI infrastructure software. The tools developers use to build, train, deploy and manage AI systems: the software layer that sits between raw computing power and a finished AI product.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (3)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Dated or announced (3)

IBM launched a Swiss quantum innovation hub with Lockheed Martin
Partners withDated / announced
IBM and Lockheed Martin announced a quantum innovation hub at ETH Zurich anchored by an IBM Quantum System Two, with Lockheed Martin contributing through an offset agreement with armasuisse.

Source: 2026-09-10 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Announcement; does not establish payment flows between IBM and Lockheed Martin, operating date or research outcomes.

IBM, Lockheed Martin announce Swiss quantum innovation hub at ETH Zurich ↗
IBM plans networked quantum computers with Cisco Systems
Co-develops withDated / announced
IBM and Cisco announced plans to build a networked, distributed quantum computing system by the early 2030s, with a first demonstration of connected quantum computers targeted within five years.

Source: 2025-11-20 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Research plan with target dates; does not establish that any network has been built or any commercial terms.

IBM and Cisco Announce Plans to Build a Network of Large-Scale, Fault-Tolerant Quantum Computers ↗
IBM plans quantum-centric supercomputing architectures with AMD
Co-develops withDated / announced
IBM and AMD announced plans to develop next-generation quantum-centric supercomputing architectures combining quantum computers with high-performance computing.

Source: 2025-08-26 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Announcement of plans; does not establish delivered systems, investment amounts, revenue or exclusivity.

IBM and AMD Join Forces to Build the Future of Computing ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .