I understand that is how IBM thinks. I just don't like that they only think this way, as it feels like spoilt potential. IBM has all the pieces in place - they have great technology with high performance, ppc64le actually has pretty good apparent support from mainstream Linux distros, infrastructure and languages (for a non x86/arm architecture), and they have full "creative liberty" of where they focus their platform. It would be an awesome option to have for cloud infrastructure, but they keep it all to themselves.

They could be using that to do what AWS does with Graviton2 - cost control their completely integrated stack and make it a competitive advantage. Sell more performance per dollar despite having a non-amd64 architecture. Use it to give everyone more choice and competition. But instead they mostly use it to lock in their old (or new?) enterprise customers. The irony is that these two models could easily coexist, but they don't seem to understand the former and understand the latter very well.

And I can't help but think the latter is a losing model, as my strong impression is that the movement in the enterprise is away from "enterprise hardware", and towards commodity hardware. IBM needs to work on becoming commodity, in my opinion.