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://w

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/clip_image003.png http://www.platformonomics.com/wp-content/uploads/2018/05/cl... From this article: https://www.platformonomics.com/2018/05/follow-the-capex-separating-the-clowns-from-the-clouds/ https://www.platformonomics.com/2018/05/follow-the-capex-sep...