
I start more blog posts than I finish, due to no shortage of other distractions and at times a near-crippling inability to blog short. When IBM announced they were acquiring Red Hat in October 2018 for $34 billion, I embarked on a deeply intertwined discourse about the continued decline and fall of IBM, the two…
(With apologies to Barenaked Ladies and all the beleaguered IBM shareholders) If I had 34 billion dollars (If I had 34 billion dollars)Well, I’d buy you a hybrid cloud (I would buy you a hybrid cloud)And if I had 34 billion dollars (If I had 34 billion dollars)I’d buy you a container platform for your…

In previous installments (2017, 2018) of Follow the CAPEX™ (merch store opening soon!), we’ve looked at the capital expenditures behind the three hyper-scale public clouds. Now, we turn our attention to two vendors who often tell us they also belong in that group: IBM and Oracle. While I have written about their CAPEX spending before…