I think we'll see a trend of cloud fragmentation again, once there are more good cloud software stacks. Imagine something like OpenShift + OpenStack + Ceph that does not suck and can be controlled by something like Terraform and support various types of hardware. That's just a crude example I can come up with quickly to demonstrate the concept. Something like that will enable many more types of players in the market and people can use a mix of them or self host.
It will be good for IBM to be in the middle of this, since the first such stacks will probably come from a large player that doesn't have a dominant existing cloud service. It will also be good for IBM's hardware expertise.
I think this trend will come, companies are getting locked into AWS almost deeper than some companies got themselves nailed to IE6 + .Net at some point. This is fine when the benefits appears to outweigh the risks, until it doesn't.
It will be good for IBM to be in the middle of this, since the first such stacks will probably come from a large player that doesn't have a dominant existing cloud service. It will also be good for IBM's hardware expertise.
I think this trend will come, companies are getting locked into AWS almost deeper than some companies got themselves nailed to IE6 + .Net at some point. This is fine when the benefits appears to outweigh the risks, until it doesn't.