IBM is teaming up with S&P Global to enhance supply chain management solutions through AI. The partnership will integrate IBM’s WatsonX Orchestrate framework with S&P Global’s data and analytics, offering tools for procurement, trade risks, and supplier selection.

S&P Global will develop new agents for IBM’s WatsonX Orchestrate Agent Catalog, speeding up supply chain decision-making. The collaboration will extend beyond logistics, integrating IBM’s AI technology into risk intelligence services within S&P’s Market Intelligence division.

IBM’s transformation to a software-focused company is driving growth, with software revenue accounting for 45%. The software business is expected to achieve double-digit growth this year, with pillars such as Red Hat, automation, data and AI, and transaction processing fueling success.

IBM’s AI business has hit $7.5 billion, supporting internal workflows and generating productivity savings. The new Z17 platform delivers better power efficiency and increased AI operations. Analysts predict adjusted earnings per share and free cash flow growth, potentially leading to a 40% stock gain in four years.

CEO Arvind Krishna highlighted the vast untapped potential for AI in enterprise data. IBM’s WatsonX Orchestrate platform offers 150 prebuilt agents for automating workflows. Strategic partnerships with tech giants drive consulting revenue, while geographic diversification and recurring revenue model provide resilience.

Read more at Yahoo Finance: IBM Is Racking Up Agentic AI Deals. Is IBM Stock a Buy, Sell, or Hold for October 2025?