IBM Think 2026: Full-Stack Blueprint for the Multi-Agent Enterprise

IBM CEO Arvind Krishna opened Think 2026 on May 5 by framing enterprise AI adoption as fractured — most companies have invested heavily, few have seen ROI — and then unveiled a full-stack answer: simultaneous launches across data streaming, multi-agent orchestration, intelligent operations, and infrastructure governance.

The AI Divide

Krishna's central thesis: enterprises are caught in an AI divide where experimentation has outpaced operationalization. IBM's answer is a comprehensive operating model that treats AI agents with the same rigor as mission-critical infrastructure — governance-first, security-embedded, cost-controlled.

What Was Launched

watsonx Orchestrate (next-gen, private preview): Multi-agent control plane designed for governance at scale.

IBM Bob (GA): Agentic development assistant with built-in security and cost controls.

IBM Confluent: Real-time Kafka/Flink data streaming integrated with watsonx — the data backbone for AI pipelines.

watsonx.data (private preview): Context layer with OpenRAG and GPU-accelerated Presto; Nestlé testing showed 83% cost savings.

IBM Concert (public preview): AI-powered operations platform consolidating fragmented monitoring tools.

IBM Sovereign Core (GA): Infrastructure-level AI governance with hybrid portability for regulated environments.

Strategic Bet

IBM is wagering that enterprise AI's next chapter is the orchestration and governance layer — not model development. By shipping a unified full stack from data to governance simultaneously, it positions itself as the go-to vendor for large enterprises that want a single accountable AI infrastructure partner. Source: IBM Newsroom.