IBM and Oracle are so far behind in the cloud, they might stop trying to compete with Amazon altogether and go a different route, analyst says
, IBM will also help customers with hybrid cloud, the term for running applications across both the cloud and data centers.
In a broader sense, Bartoletti said, there's an opportunity for IBM to use Red Hat tech to help even customers on Microsoft Azure or Amazon Web Services to get more from the cloud. "They help companies modernize their applications. It's one thing to get to the cloud, and it's another to transform your applications to take advantage of the cloud," Bartoletti said.
As for Oracle, Bartoletti predicts it will focus on its applications and its AI-powered autonomous database, which automates common management tasks like installing security patches. And under its new partnership with, Oracle will recommend Azure to its customers for services like artificial intelligence, where its new frenemy is known as a market leader.
"Oracle's databases powers some of the largest financial services and manufacturing companies and logistics companies and retail companies in the world," Bartoletti said. "If Oracle can help companies operate their databases more efficiently, it might mean taking advantage of Oracle's new autonomous database."
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