COMPANIES · AI INFRA SOFTWARE
IBM
In the AI Economy Index: Major, 0.71% (as of 2 October 2026)
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.
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.
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.
Charges enterprises and governments for software subscriptions and licenses, consulting services, infrastructure hardware such as mainframes, and access to its quantum computers.
United States (Armonk, New York)
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 share an editorial stack classification. That alone does not establish direct competition.
Earnings
Fixture. Not a published report.
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IBM
IBM
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Source: Fixture. No filing is attached.
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)
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 ↗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 ↗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 ↗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 this is not investment advice. See the disclosures. Data last updated .