IBM wants to bring Arm’s claimed 22-million-developer ecosystem into the machines that run regulated business. Its proposed dual-architecture processor could change where modern software lives—but the design is ahead of the delivery.
The company that made documentation follow the code now delivers legacy modernization. Its wager: before AI can change a system safely, someone must establish what the system actually does.
The 1968 mainframe sorting company you have never heard of quietly became the plumbing behind 95 of the Fortune 100's data - and it is now betting the house on making that data safe for AI agents to act on.

For 45 years BMC has been the software running quietly behind banks, airlines and mainframes. Now, owned by KKR and split into two companies, it is betting that boring, dependable automation is exactly what agentic AI needs.

Broadcom Inc. (NASDAQ: AVGO) is one of the world's largest semiconductor and infrastructure-software companies, headquartered in Palo Alto, California. Led by President and CEO Hock Tan since 2006, it designs custom AI accelerators, Ethernet switching and routing silicon, wireless and broadband chips, and optical components, while also running a large enterprise-software business anchored by VMware, Symantec, CA and Brocade. Its products connect and power much of the modern internet, from smartphones and set-top boxes to the hyperscale data centers training today's largest AI models.
BMC Software is a Houston-founded enterprise software company that builds the IT operations, service management, and mainframe automation tools that keep large organizations running. Founded in 1980 by three former Shell engineers, BMC has spent four decades turning the unglamorous work of keeping systems alive - monitoring, scheduling, patching, recovering - into automated, increasingly AI-driven products. Its flagship lines include Control-M (workload automation), the BMC AMI mainframe suite, and BMC Helix (service and operations management). Owned by KKR since 2018, BMC split into two focused companies, BMC and BMC Helix, in early 2025.
Ayman Sayed is President and CEO of BMC Software, the $2.3-billion enterprise software company serving 86% of the Forbes Global 50. He joined BMC in 2019 after senior roles at CA Technologies (President and Chief Product Officer) and Cisco (SVP, leading 2,500+ engineers). Under his tenure, BMC pivoted toward AI-driven IT automation under the 'Autonomous Digital Enterprise' framework, and in 2024 he announced a landmark split of BMC into two independent companies - one focused on mainframe software and one on digital services management.