Oversize #1: Understanding IBM's new cloud dreams
Abhishek Baxi
21 May 2020

Welcome to the first edition of Oversize, a fortnightly newsletter on big tech in India and around the world, only for subscribers of The Morning Context. Do let us know what you think (you can email feedback at newsletters@themorningcontext.com).

The 2010s did not go well for IBM. Its market capitalization peaked at a little over $240 billion in 2012; today, it’s less than $110 billion. Now, Big Blue has a new cloud-savvy CEO and is fresh off one of the biggest tech acquisitions of all time. But can it reverse a decade of declining revenues and shed off its image as a boring, old tech enterprise?

The story of big tech over the past decade has been the meteoric rise of cloud computing and software-as-a-service, or SaaS. (And also artificial intelligence/machine learning, which means a lot of things to a lot of people.)

In 2010, the then IBM CEO—Sam Palmisano—famously

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