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IBM said it will acquire data streaming company Confluent in a deal valued at $11 billion. The deal will give IBM an open-source data platform with an annual revenue run rate topping $1 billion that can provide governed data to AI agents.
"Iterative." "Where's the big bang?" "Practical."
Those are a few of the words I've heard when analysts are summing up AWS re:Invent 2025. As usual, there was a firehose of news announcements and talks about strategy today and going forward.