New IBM CEO Arvind Krishna is going to continue to drive IBM’s cloud business. That choice has already been made. The choice he faces is how best to do that. The answer is probably cloud as service – for the moment.

Ginni Rometty started moving IBM into the cloud to make it more relevant, but didn’t go far enough or fast enough. As Andrew Ross Sorkin wrote in the The New York Times’ Deal Book, January 31, 2020,

“The company still relies more on slow-growing hardware and software businesses than cloud computing, A.I. and data analysis.

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