IBM & Microsoft
48 shared events · Importance 6 · Last updated Aug 14, 2026
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Business
IBM: IBM's maintenance management tool is being replaced by Starbucks' AI-powered platform. Shares fell 4-5.2% on the news, reflecting concerns about AI-driven disintermediation.
Microsoft: Microsoft is a vendor whose inventory management system is being replaced by Starbucks' in-house AI tool. The news contributed to a 1.5-2.4% stock decline, highlighting risks to software revenue from customer-built AI alternatives.
Jul 09, 2026 · 7 articles
Tech
IBM: IBM is a founding member, contributing open-source AI technology to the alliance.
Microsoft: Microsoft is a founding member, contributing to open-source AI security tools, aligning with its cloud and AI strategy.
Jul 27, 2026 · 37 articles
Business
IBM: IBM's revenue miss and forecast cut led to a historic stock plunge, reflecting its struggle to adapt to AI-driven spending shifts. The company faces near-term headwinds but is investing in open-source security and seeing growth in OpenShift and non-mainframe hardware.
Microsoft: Microsoft shares fell 3-5% as part of the software sector rout.
Jul 14, 2026 · 41 articles
Business
IBM: IBM is a primary driver of the Lightwell initiative, offering it free to universities and NGOs, which enhances its reputation and market position in cybersecurity.
Microsoft: Microsoft collaborates with IBM and OpenShift on Lightwell, integrating fixes into its cloud and tools.
Aug 04, 2026 · 8 articles
Tech
IBM: IBM is a rival in quantum computing, developing machines based on better-understood technologies, contrasting with Microsoft's approach.
Microsoft: Microsoft's quantum computing research and claims are being scrutinized, potentially impacting its reputation and the perceived viability of its quantum system by 2029.
Jun 24, 2026 · 10 articles
Tech
IBM: IBM is a competitor in the quantum computing market, and Microsoft's advancements with Majorana 2 intensify the competition, potentially pressuring IBM to accelerate its own quantum initiatives.
Microsoft: Microsoft>>> unveiled its new Majorana 2 quantum chip, significantly advancing its quantum computing roadmap and aiming for a commercially viable quantum computer by 2029. This development enhances Microsoft>>>'s position in the global quantum computing race.
Jun 02, 2026 · 37 articles
Tech
IBM: IBM>>> India engineers are introducing AI-enabled air-quality monitoring systems and working with the government on AI adoption and upskilling initiatives.
Microsoft: Microsoft developed an AI clinical assistant in collaboration with Apollo Hospitals>>> that helps doctors gather patient data and generate insights quickly, demonstrating its leadership in AI solutions.
May 28, 2026 · 6 articles
Tech
IBM: IBM>>> is a member of Project Glasswing, contributing to the initiative by identifying and remediating vulnerabilities in widely used software and sharing findings with the broader community, strengthening its enterprise security program.
Microsoft: Microsoft>>> was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
May 19, 2026 · 83 articles
Regulatory
IBM: IBM>>> is one of several cybersecurity firms that noted the existence of multiple services akin to Kali365 offering similar capabilities.
Microsoft: Microsoft's 365 services, including Microsoft Outlook, Teams, and OneDrive, are the primary targets of the Kali365 phishing scam. The company is actively working to disrupt cybercriminal ecosystems.
May 21, 2026 · 49 articles
Tech
IBM: IBM's participation underscores its commitment to open-source AI, potentially enhancing its enterprise AI offerings.
Microsoft: Microsoft is a co-convener of the Open Weights Letter, reinforcing its leadership in the open-weight AI movement. The event may strengthen its ecosystem and influence AI policy.
Aug 06, 2026 · 6 articles
Domestic
IBM: IBM is an employer involved in the RaiseMe project, participating in programs to help workers adapt to AI advancements.
Microsoft: Microsoft is an anchor partner with RaiseMe, contributing to the nonprofit's efforts to address AI's impact on the workforce through education and training.
Jun 25, 2026 · 7 articles
Tech
IBM: IBM collaborates with Asus and WekaIO to provide intelligent services and high-speed storage access, optimizing AI data pipelines. This strengthens IBM's role in enterprise AI solutions and data management.
Microsoft: Microsoft collaborated with Nvidia to 'reinvent the PC' for the AI era, with its Windows for Arm operating system supporting the new RTX Spark chip, indicating a strategic alignment to advance AI PCs.
May 26, 2026 · 159 articles
Tech
IBM: IBM watsonx Orchestrate is now enabled by ZoomInfo's GTM.AI, allowing its AI agents to access verified B2B intelligence, which improves the data quality for IBM's orchestration platform.
Microsoft: Microsoft Copilot and Microsoft Copilot Studio are now enabled by ZoomInfo's GTM.AI, allowing their AI agents to access verified B2B intelligence, which enhances the functionality of Microsoft's AI offerings.
Jun 01, 2026 · 21 articles
Business
IBM: IBM acquires HRL to expand its quantum computing capabilities, adding silicon-spin qubit technology to its portfolio. The deal supports IBM's roadmap to deliver large-scale quantum computers by 2029 and beyond.
Microsoft: Microsoft is a competitor in quantum computing; IBM's acquisition may intensify the race.
Jul 23, 2026 · 24 articles
unfocused
IBM: IBM>>> rallied after analysts raised its stock price expectations and the company announced a $1 billion government grant for a quantum chip foundry.
Microsoft: Microsoft climbed 5.4%, adding to the tech sector's rally and reflecting positive sentiment in software services.
May 19, 2026 · 199 articles
Business
IBM: IBM announced a deeper integration with ServiceNow, fusing the ServiceNow platform with IBM's watsonx data stack, validating ServiceNow's market position.
Microsoft: Microsoft rose ~3% on the week after launching its $2.5B 'Frontier' AI-services unit, contributing to the software sector rebound.
Jun 26, 2026 · 6 articles
International
IBM: IBM, through Ana Paula Assis, emphasizes that digital sovereignty is about control and that the company helps clients maintain authority over their IT estate, aiming to address European Union concerns while continuing to offer its services.
Microsoft: Microsoft is a US cloud provider that could be excluded from highly critical state tenders in the European Union due to new strict criteria aimed at reducing dependence on foreign tech.
May 30, 2026 · 52 articles
Tech
IBM: IBM is mentioned in the competitive landscape analysis of patent portfolios.
Microsoft: Microsoft is cited as a competitor in patent citation relationships; the report notes its patent strategy but no direct action.
Jul 23, 2026 · 6 articles
International
IBM: IBM signed the Rome Call for AI Ethics, demonstrating its commitment to ethical AI principles advocated by the Vatican.
Microsoft: Microsoft>>> is mentioned as a tech company that has engaged with the Vatican on AI ethics, indicating broader industry involvement in the debate.
May 16, 2026 · 262 articles
Business
IBM: IBM's Q2 miss and 25% stock drop caused sector contagion, negatively affecting Oracle's stock price.
Microsoft: Microsoft is a direct competitor in cloud infrastructure; Oracle's RPO of $638B now exceeds Microsoft's $627B, but Microsoft trades at a higher P/E of 29.
Jun 14, 2026 · 30 articles
Business
IBM: IBM was listed as a top gainer in the S&P 500, indicating positive performance in the broader tech sector.
Microsoft: Microsoft has signed long-term cloud contracts with IREN, indicating its investment in data center capacity for AI workloads.
May 19, 2026 · 104 articles
Domestic
IBM: IBM is mentioned through its UK and Ireland Chair, Nicola Hodson, who contributed to the research on AI's impact on leadership.
Microsoft: Microsoft is mentioned as a company where Jacky Wright held CTO executive roles, highlighting its position in transformative technology.
Jun 09, 2026 · 8 articles
Business
IBM: IBM is mentioned as an industry leader alongside which Redwood AI Corporation is positioned, providing context for Redwood's market aspirations.
Microsoft: Microsoft is mentioned as a comparable company in the enterprise AI adoption space, providing context for Redwood AI Corporation's market position.
Jun 08, 2026 · 8 articles
Business
IBM: Cited for its X-Force Intelligence Index reporting a 71% increase in attacks using stolen credentials.
Microsoft: Its Entra ID is referenced as part of Barracuda's identity protection capabilities.
Jul 07, 2026 · 7 articles
Business
IBM: Technology partner.
Microsoft: Technology partner.
Jul 12, 2026 · 15 articles
Tech
IBM: IBM is mentioned as one of the companies employing paid Linux developers; no direct impact from this event.
Microsoft: Microsoft is mentioned as an example of a company welcoming AI; no direct impact.
Jul 15, 2026 · 9 articles
Business
IBM: The Elder Scrolls V: Skyrim – Dawnguard's founders include cybersecurity veterans who previously worked at IBM, indicating a strong background in the industry.
Microsoft: The Elder Scrolls V: Skyrim – Dawnguard's founders include cybersecurity veterans who previously worked at Microsoft, indicating a strong background in the industry.
Jul 01, 2026 · 6 articles
Domestic
IBM: IBM, a consulting company that uses H-1B visas, will see increased costs for hiring foreign skilled workers due to the new fees.
Sep 19, 2025 · 10 articles
International
IBM: IBM is expected to sign an MoU with the India — Andhra Pradesh government to provide skills training in AI, quantum technology, and cybersecurity to one million youth in the state.
Feb 14, 2026 · 109 articles
Business
IBM: Mary Varghese Presti previously held a leadership role at IBM Watson Health, where she led a life sciences portfolio and was involved in the divestiture of Watson Health.
Apr 08, 2026 · 6 articles
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