This article first appeared on GuruFocus.
Oct 7 – International Business Machines (NYSE:IBM) rose about 3% on Tuesday morning after the company said it will integrate Anthropic’s (ANTHRO) Claude models into select IBM development tools and enterprise products.
The collaboration starts with IBM’s new AI-first integrated development environment, or IDE, which the company offers in private preview to select clients. The IDE aims to speed software modernization and support the software development lifecycle, or SDLC, by generating tasks and code suggestions. (A large language model, or LLM, is an AI system trained on massive text datasets to generate human-like responses.)
IBM said more than 6,000 early adopters inside the company are testing the IDE. The deal also expands watsonx Orchestrate, IBM’s agentic AI framework, which now includes AgentOps, a built-in observability and governance layer for managing AI agents.
IBM plans to extend these capabilities to mainframes with watsonx Assistant for Z, letting purpose-built IBM Z agents move teams from reactive troubleshooting to proactive system management while keeping security and compliance in scope.
Anthropic counts Amazon (NASDAQ:AMZN) and Alphabet’s Google (GOOG) among its backers. IBM rolled out the product updates at TechXchange 2025, saying the moves target practical, governable AI for enterprise use.