Helsing vs IBM

Helsing — Application · Private · $18B valuation · 3 of 3 figures sourced  |  IBM — Application · Public · $216.6B mkt cap · 4 of 4 figures sourced

Relationship

Cirra and IBM Guardium AI Security do comparable work on threat detection and response; larger scale (public).

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

3 of 5 capabilitiesShared product typeLarger scale

3 of 5 capabilities — Shares agent orchestration, model inference and threat detection and response.

Ludbee capability tags · from the product records

Shared product type — Both ship application and platform.

Ludbee product records

Larger scale — IBM: $216.6B market cap, against Helsing's $18B valuation.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldHelsingIBM
Size$18B valuation$216.6B mkt cap different basis
Employees—264,300
Founded20211911 110 yrs earlier
StatusPrivatePublic
CategoryApplicationApplication match
Stack layerAI agent, Application, Hardware, Infrastructure service, Platform, RobotAPI service, Agent platform, Application, Data service, Developer tool, Platform
HeadquartersMunich, GermanyArmonk, USA

Capability overlap

Shared · 3

Agent orchestrationModel inferenceThreat detection and response

Not verified for IBM · 2

Autonomous aircraftRobot control

Recorded for Helsing. IBM’s product records say nothing either way — a missing record is not a missing capability.

Not verified for Helsing · 18

Agentic codingCode generationCode reviewCode searchCustomer supportData analysisData securityDocument extractionEvaluation and observabilityGuardrails and safetyModel trainingKnowledge retrievalSpeech to textText generationText to speechVector searchVoice agentWorkflow automation

Recorded for IBM. Helsing’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Helsing

Application

CirraApplication

AI for electronic warfare that classifies and reads intent of unknown (software-defined) anti-aircraft radar emitters in real time, onboard combat aircraft (Cirra Onboard) and via offline analysis (Cirra Ground Station).

Platform

AltraPlatform

Reconnaissance-strike software that plans missions and directs Helsing's uncrewed systems.

IBM

Application

IBM Guardium AI SecurityApplication

Protects enterprise data across AI agents, applications and endpoints against agentic-AI, regulatory and post-quantum risks.

IBM InstanaApplication

Full-stack application and infrastructure observability powered by agentic AI, including automatic discovery/mapping of GenAI workflows and AI-driven Smart Alerts to reduce alert fatigue.

IBM Robotic Process AutomationApplication

AI-driven robotic process automation for building intelligent bots that automate business processes, with AI-embedded resilience built into the RPA runtime.

IBM SPSS ModelerApplication

Visual data-science and machine-learning platform for building predictive models, with advanced algorithms, model deployment and open-source framework integration.

IBM Watson DiscoveryApplication

Document intelligence platform using OCR, NLP enrichments (entity/sentiment/emotion/category extraction) and LLM integration to automate information discovery from enterprise documents.

Platform

IBM ConcertPlatform

An agentic AI IT-operations platform that unifies observability, optimization and automated remediation across applications, infrastructure and networks.

IBM watsonx.aiPlatform

Studio for building, tuning and deploying model-based applications on IBM and third-party foundation models.

IBM watsonx.governancePlatform

A governance platform providing real-time visibility, policy enforcement and accountability tracking for AI models and agents across the AI lifecycle.

No counterpart

Helsing sells these in a stack layer with no product recorded for IBM yet — nothing on the other side to compare them against.

AI agent

CentaurAI agent

AI pilot integrated into fighter-aircraft cockpits, using reinforcement learning for autonomous air-combat decision-making and tactical execution; flight-tested on the Saab Gripen E.

Infrastructure service

LuraInfrastructure service

Underwater-surveillance AI software platform built on a large acoustic model (LAM), providing real-time detection and classification at the edge for SG-1 Fathom swarms; open system for allied-platform interoperability.

Hardware

SG-1 FathomHardware

Mass-manufacturable subsurface glider for underwater surveillance, deployable in swarms to patrol vast underwater areas, operating at depth throughout the water column.

Robot

CA-1 EuropaRobot

Autonomous fighter aircraft in the three-to-five tonne class, under development with Grob Aircraft.

HX-2Robot

Electrically propelled strike drone with on-board autonomy that continues to operate without a data link.

IBM sells these in a stack layer with no product recorded for Helsing yet — nothing on the other side to compare them against.

API service

IBM Watson Natural Language UnderstandingAPI service

Deep-learning text analytics service extracting entities, sentiment, emotion, concepts, semantic roles and custom classifications from unstructured text.

IBM Watson Speech to TextAPI service

A speech recognition API that converts audio into real-time or batch text for transcription, captioning and voice-analytics use cases.

IBM Watson Text to SpeechAPI service

A text-to-speech API that converts text into multilingual synthesized speech using neural voices.

Agent platform

IBM Watson AssistantAgent platform

A conversational AI platform for building customer-support chatbots and virtual assistants deployed across voice and digital channels.

IBM watsonx OrchestrateAgent platform

Platform for building and running AI agents that call enterprise applications on a user's behalf.

Developer tool

IBM BobDeveloper tool

An AI coding agent that automates planning, code generation, review and verification across the software development lifecycle, including IBM Z mainframe modernization workflows.

IBM watsonx Code Assistant for ZDeveloper tool

A generative AI assistant for IBM Z mainframe application discovery, code generation, refactoring and modernization.

Data service

IBM watsonx.dataData service

An open hybrid data lakehouse including a built-in Milvus vector database that unifies data access and automates governance for AI and analytics workloads.