智通财经网·2025-12-08 06:08Group 1 - IBM is in advanced talks to acquire data infrastructure company Confluent for approximately $11 billion, aiming to enhance its capabilities in the growing cloud services market [1] - Confluent, an open-source platform for processing vast real-time data streams, has a market capitalization of about $8.09 billion, while IBM's market cap is approximately $287.84 billion [1] - Following a slowdown in its core cloud software business reported in October, IBM faces investor caution and concerns about maintaining growth momentum [1] Group 2 - Under CEO Arvind Krishna, IBM has shifted focus towards its software business to capitalize on the growth in cloud service spending [2] - The interest in acquiring Confluent highlights the increasing demand for data infrastructure companies as enterprises rush to develop generative AI capabilities [2] - Confluent's stock price recently closed at $23.14 [2]