From a global perspective, Watsonx could be a game changer for enterprise AI, particularly in a world of LLMs and generative AI, said Alan Pelz-Sharpe, founder and principal analyst at Deep Analysis. It brings much-needed structure, governance and the possibility of building trusted and accountable systems.

The challenge for IBM, however, is twofold, he continued:

  1. The Watson brand is tainted after years of making and failing to deliver on grandiose promises (Watson Health, for example).
  2. The challenge of making enough money from Watsonx to make it a viable business for IBM.