IBM Watson Will Run On IBM and IBM Alone

You’ve got to give UBS analyst Steven Milunovich major props. During IBM’s earnings call on Monday, he asked whether IBM Watson, the company’s golden child, will run on rival Amazon Web Services—and he was promptly shot down. “No. Watson runs on our cloud, and our technology will run on IBM’s cloud,” IBM chief financial officer Martin Schroeter responded tersely. Milunovich’s question wasn’t stupid. Just last week, VMware vmw , another big Amazon amzn rival, said that its bread-and-butter VMware software will run on AWS, starting next year. Indeed, it seems that most of the world’s most important business software including SAP’s sap HANA databases as well as databases from Oracle orcl and Microsoft msft , run on AWS. This is even though AWS offers its own, competitive, databases. To back…


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