[[{“value”:”The number of system vendors that also run clouds, or cloud vendors that also sell systems, is very small because doing both is exceedingly capital intensive – one for research and development, and the other for acquiring gear and deploying it so its capacity can be rented to others.
Dell and Hewlett Packard Enterprise, the two biggest server OEMs in the world, both tried to build clouds and failed, and so did VMware now that we think about it. Oracle bought its way into the systems business with its 2009 acquisition of Sun Microsystems, and while it no longer …
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