https://seekingalpha.com/news/4600557-ibm-google-team-up-to-provide-agentic-ai-solutions-to-enterprises
It certainly looks like IBM is exiting “enterprise cloud solutions”
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@fd Yes. TLS has been having a big love in with Lenovo and Dell for a long time selling their hw in support contracts and then doing break fix. Sell Power and storage to them. Shrink IBM sales once again (hello kyndryl) to focus on GP gross profit only. The Gerstner financial engineering, find the ball under the cup, illusion tricks. Keep the mainframe monopoly and right size Consulting. Buy more software companies as they have been doing since Gerstner did the big bang with Lotus for $3,500,000,000. Not the $34,000,000,000 for Red Hat nor the $11,000,000,000 for Confluent and the $6,000,000,000 for HashiCorp. Thats $51,000,000,000 and ALOT of that came from sales by z-Power-storage. Like GM walking away from Pontiac, Saab, Oldsmobile, Hummer, Saturn, etc. Death by a thousand cuts to prop up the stock price (down $55 the last 2 days) for big exec payouts and care not 1 iota about employees.
@Ar. It sure looks like IBM is dismantling Infrastructure. Let’s look at the pieces
Enterprise (Z, power, and storage). Very profitable and a monopoly
Scaleout (mostly power and storage). Almost no profit and battling Intel
Cloud. No market share and very capital intensive
lab services. Always in competition with Consulting
TSS. Profitable but losing market share quarter in and quarter out
So what is IBM doing?
Enterprise Designing better and more functional chips. Exploit the monopoly. Move to Consulting offering
Scaleout. Trying to partner it off. (Dell or Lenovo fit the bill). Move to an IP model
Cloud. Move to a marketing model (google pays IBM for cloud services sold)
lab services RA / PIP at the expense of Consulting
TSS. Searching for an Intel partner for scale out customers. Absorb Enterprise customers into consulting (Dell and Lenovo fit the bill).
Bob will make gemini his bi---h.
@af it should not be a surprise where the thin skinned management of IBM are involved. When things are not going their way, they will cut and run and collude with the Indian management of other IT companies like Google and Microsoft to form questionable partnerships and more. When comments posted on this site hit a nerve, those comments disappear in silence. It is sad that the truth always hurts.
Why - Google doesn't trust its own AI solutions ? Or is this partnership a disguise for more layoffs to come in IBM and Google - That sure would make them partners in crime.
@aa hahaha and the partnerships never go any where.
This is just part of IBM lining up “infrastructure” to get absorbed by “consulting”
It certainly looks like IBM is exiting “enterprise cloud solutions”
IBM was only briefly a player in cloud from 2013-2016 with Softlayer and Bluemix. They haven't been a player in a decade, so there's nothing to exit. When IBM says "hybrid cloud" that's just marketing speak for Red Hat running on a mainframe.
I posted a comment regarding the history of IBM cloud and the Indian influence. It was immediately removed, It must have hit a nerve.
@OP for crying out loud. Name just 1 company that IBM DOES NOT HAVE a "Partnership" with? Typical IBM "lets throw spaghetti against the wall and see what sticks". Thats not strategy. Thats incompetent "leadership" and confuses customers and true partners and fules the flames of the Robbie Thomas nonsense "progress not perfection". ie we hire 20 somethings now and pair them with Bob and tell the world we are the best of the best. SMH.