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Oversize #1: Understanding IBM’s new cloud dreams

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..

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?

I spoke with Hillery Hunter, IBM Fellow and CTO, and with Vikas Arora, who leads the cloud and AI business for IBM in India, as well as other industry executives and analysts, to get a better sense of the company’s strategy. And also how it could play out in the Indian enterprise tech market specifically.

There’s a lot to unpack. Sign in to read more.

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