What does the IBM acquisition of Confluent mean for the future of streaming and Kafka?
On December 8th, 2025, IBM announced a definitive agreement to acquire Confluent in a deal valued at $11 billion. It is a massive moment for our industry. The acquisition was finalized on March 17th, 2026. For some, this looks like a safe bet; a way for enterprise giants to finally "get" real-time data. But for those of us who have spent our careers in open source software and data infrastructure, it feels different. There’s a sense of wondering “when is the other shoe going to drop?”.