[crdotson]

IBM just split out “we will run your servers for you,” not consulting or other services. You’re forgetting about a large security services business unit, a large research org, and several other parts.

[belter]

They are still bigger than AWS although it might not last long.

"AWS on track to be bigger than IBM by Christmas" https://www.theregister.com/2021/04/30/amazon_q1_2021/