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IBM and Oracle are really not in the same class as AWS, Azure and GCP, when it comes to investing in cloud infrastructure. They’re bit players at best: http://www.platformonomics.com/wp-content/uploads/2018/05/cl...

From this article: https://www.platformonomics.com/2018/05/follow-the-capex-sep...



Yea, that's the point. If they can't keep up then nobody else can.




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