OCI days are numbered
Dave Bartoletti, the vice president and principal analyst at Forrester, predicted that IBM and Oracle, both considered laggards in the cloud wars, would start competing in other ways. That could mean a focus on providing cloud services that work not only on their own platforms but also on those of their rivals.
"What that means to the second-tier players, rather than continue to try to invest billions of dollars every year to keep up with these huge hyperscale providers in terms of building out data centers and also in terms of the number of services they need to offer to compete, IBM and Oracle will retreat back on battling on hyperscale public stage and go back to helping enterprise clients," Bartoletti told Business Insider.
Oracle declined comment. IBM did not immediately respond to Business Insider's request for comment.