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TEXXR

Chronicles

The story behind the story

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IBM says it has completed its $6.4B HashiCorp acquisition, confirming that the US FTC quietly cleared the deal just before the UK CMA's approval on February 25

I wonder if they want to finally merge Terraform and Ansible.  —  That would be a Terrible idea. X: @hashicorp : HashiCorp is now an IBM company! 🎉 Our products — Terraform, Vault, and the rest — are joining IBM's automation portfolio to help organizations navigate the complexity of hybrid cloud. Get the details: https://www.hashicorp.com/... [video] LinkedIn: Brittany Taylor : Incredibly excited to officially welcome #HashiCorp to the IBM family!  Even more excited to leverage our partnership with #CDWPeter Nilsson : Exciting news: Welcome to the IBM family, HashiCorp!  We're thrilled to have you on board and confident that you'll thrive in this new chapter. … Shai Banaim : Welcome HashiCorp team to IBM !  —  IBM today announced it has completed its acquisition of HashiCorp, whose products automate and secure … Kareem Yusuf Ph.D : Excellent day for IBM, HashiCorp, our partners and clients.  IBM completed its acquisition of HashiCorp, a leading hybrid multi-cloud infrastructure automation company. … Forums: Hacker News : IBM completes acquisition of HashiCorp r/technews : IBM closes $6.4B HashiCorp acquisition

TechCrunch Paul Sawers

Context & Ripple Effects

IBM first announced the $6.4B plan to acquire HashiCorp in April 2024, positioning the infrastructure-management vendor as part of its cloud-software strategy. The deal then faced a US FTC request for additional information and a later UK review.

Clearance by both regulators removes the principal obstacle to folding Terraform, Vault and HashiCorp's other products into IBM's automation portfolio. It also extends IBM's established hybrid-cloud focus, following its earlier Red Hat acquisition.

First-order effects

  • IBM gains control of HashiCorp and can place Terraform, Vault and related products within its automation portfolio.
  • HashiCorp customers, partners and employees now operate under IBM ownership after the transaction's regulatory close.

Second-order effects

  • IBM can package HashiCorp's infrastructure and security tooling alongside its existing hybrid-cloud offerings, increasing the importance of product-roadmap and licensing decisions for shared customers.
  • Rival infrastructure-management vendors will face a larger enterprise seller that can offer HashiCorp tools as part of a broader automation relationship.

Third-order effects

  • The deal strengthens a model in which enterprise cloud platforms are assembled through ownership of foundational infrastructure tooling rather than partnerships alone.
  • Its regulatory path—an FTC information request followed by UK scrutiny and approval—suggests large cloud-software combinations will continue to receive cross-border review, even when they ultimately close.

The trend: Enterprise cloud vendors are consolidating infrastructure automation and security tools into broader hybrid-cloud portfolios.

Discussion

  • @quinnypig.com Corey Quinn on bluesky
    Man, the OpenTofu folks got the jump on this acquisition very comfortably.  (I suspect IBM cares not a whit for Terraform, and everything for Vault.)  [embedded post]
  • @jeffgeerling.com Jeff Geerling on bluesky
    IBM completed it's acquisition of HashiCorp.  —  I wonder if they want to finally merge Terraform and Ansible.  —  That would be a Terrible idea.
  • @hashicorp @hashicorp on x
    HashiCorp is now an IBM company! 🎉 Our products — Terraform, Vault, and the rest — are joining IBM's automation portfolio to help organizations navigate the complexity of hybrid cloud. Get the details: https://www.hashicorp.com/... [video]
  • r/technews r on reddit
    IBM closes $6.4B HashiCorp acquisition