Analysts from JP Morgan see a future where AWS and Microsoft Azure have a significant place within the infrastructure of the biggest enterprises – perhaps eventually replacing legacy vendors like HPE, IBM and Oracle.
According to a report by Barrons that outlines the main points of a 50-page note JP Morgan sent to clients last week, “IBM, HP, and Oracle are the top 3 most at-risk vendors for losing share of IT budget as the world shifts workloads to IaaS vendors.”
