IBM’s Old Playbook

IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.

Google’s Search for the Sweet Spot

Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.

Google’s Earnings, Google Cloud Growth?, Microsoft’s Milestone

Google had great earnings again, although the usual questions — and a new one, about Google Cloud — remain unanswered. Then, Microsoft returned to annual revenue growth, an impressive milestone in the company’s turnaround.

Boring Google

Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.

How Google Is Challenging AWS

AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.