Thread regarding IBM layoffs

Oracle is actually a top hyper-scaler, pulling ahead of GCP already. Read the Oracle 10Q from yesterday, growing 50% with ~$4B cloud rev. in the last quarter. The compliance bar is very very high here, no vendor got anything resembling a token contract. The opposite.

When I read this I almost sp-t the coffee out of my mouth laughing hysterically. Oh yes we're all in on cloud, lol IBM is a pathetic cesspool of a company. Finally getting what they deserve after years of discrimination executive bloat and horrific HR practices. Go Amazon Google Oracle and Microsoft! Best day of my life was walking out the door of IBM with no notice.

IBM has moved their focus to very very large machines (mostly mainframe) As such there was no way they could win the dept of defense contract which is centered almost exclusively around Intel. Could Amazon subcontract IBM if mainframe/hybrid skills were needed You betcha

Go Oracle!

Even if IBM loses the Cloud business, it can always fall back on Blockchain! Go Big Blew!

Why would any sane person trust their defense to an IBM product?

$9b down the rathole.

But Tom Rosamilla sent me an email saying we were all-in on cloud. He even included his picture where he was wearing a suit and smiling so I believed him!

Oracle is only there as a token non-hyperscaler because they sued. As the article says, Oracle's total cloud revenues are only 4% of Amazons. Their portion of the $9B contract is likely a similar share of it. There are only 3 players in Cloud, the real question is whether Google can hang on or will there eventually only be 2. IBM is not a player here, expect IBM Cloud to be wound down soon.

US government is aware that IBM discriminates and fire older employees for the only reason that they are over 45.

IBM is no longer a player in the Cloud business unless an IBM solution is used on any of the Big Cloud providers. There is no surprise there, IBM is a Tech laggard.