Yahoo Finance·2025-10-09 17:40Core Insights - IBM is expanding its enterprise AI capabilities through a collaboration with S&P Global, integrating IBM's WatsonX Orchestrate into S&P's supply chain management solutions [1][2] - The partnership aims to address the complexities of global supply chains by combining IBM's AI technology with S&P's data and analytics to create AI-powered tools for better visibility in procurement and risk management [2][4] - The collaboration will also extend to other business functions such as finance, procurement, and insurance, enhancing decision-making across various sectors [6][7] Company Developments - S&P Global will create new agents for IBM's WatsonX Orchestrate Agent Catalog, leveraging its specialized data to improve supply chain decision-making [4] - IBM's WatsonX Orchestrate serves as a central platform for managing AI agents and workflows, featuring over 500 pre-built agents and tools [5] - IBM's Chief Commercial Officer highlighted the role of AI agents in helping businesses regain control over supply chains and optimize performance [6] Market Position - The partnership reinforces IBM's enterprise AI strategy as businesses increasingly seek practical AI applications to streamline operations [7] - IBM's transition from a hardware-centric model to a software-focused company is yielding positive results, with software now constituting 45% of its revenue, up from 25% five years ago [8] - This shift is driving mid-single-digit revenue growth, with free cash flow guidance raised to over $13.5 billion for 2025 [8]