IBM’s Acquisition of Confluent Will Change Everything For the Tech Sector

IBM announced a definitive agreement to acquire Confluent. This will change how we see the tech ecosystem.

Hidden Market Gems

Jan 08, 2026

https://hiddenmarketgems.substack.com/p/ibms-acquisition-of-confluent-will

Also - this article

https://medium.com/@hugolu87/the-real-reason-ibm-acquired-confluent-for-11bn-13060d32b1b3

The Real Reason IBM Acquired Confluent for $11bn

IBM’s play for Real-Time Context

Hugo Lu

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13 min read

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Jan 14, 2026