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IBM收購Red Hat,意欲成為“當權顛覆者”

IBM收購Red Hat,意欲成為“當權顛覆者”

穆瑞瀾(Alan Murray) 2019-07-14
這是IBM首席執行官羅睿蘭為改造這家擁有108年歷史的科技公司而押下的最大賭注。

IBM在周二早上宣布,已經完成去年10月宣布的340億美元收購Red Hat公司的交易。

在這筆昂貴的交易中,IBM向Red Hat的股東支付了超過60%的高額溢價,這是IBM首席執行官羅睿蘭為改造這家擁有108年歷史的科技公司而押下的最大賭注。

羅睿蘭在周二早上接受采訪時表示,有些科技分析師認為,向云服務轉變的趨勢將會帶來“贏家通吃”的局面,也就是所有業務最終都會被一個巨大的平臺所包攬,比如說亞馬遜AWS。

但她認為,IBM與Red Hat的組合將能更好地為擁有遺留系統的大公司服務,這些公司必然會使用多個云系統,并與本地部署系統相結合。

“混合云將成為必然的選擇,不是所有東西都能重建。”她說道,大公司越來越認識到“混合云不是什么臨時的目標,而是最終目標。”

對Red Hat來說,與IBM合并能夠令其接觸到更多公司,并加深與這些公司的合作。

“自這項并購交易宣布以來,我們的營收增長速度加快了。”Red Hat的首席執行官吉姆·懷特赫斯特說道,“客戶對我們未來在這個領域中的實力抱有信心。”

羅睿蘭相信,IBM和Red Hat的聯合力量將成為她口中的“當權顛覆者”,能夠推動行業變革,而不是被科技挑戰者所顛覆。

懷特赫斯特將加入IBM管理團隊。羅睿蘭已經承諾允許Red Hat獨立運營。(財富中文網)

譯者:艾倫

審校:夏林

IBM said Tuesday morning it has closed its $34 billion acquisition of Red Hat, which was announced last October.

The pricey deal, which paid Red Hat owners a hefty premium of more than 60%, marks IBM CEO Ginni Rometty’s biggest bet yet in transforming her 108-year-old technology company.

In an interview Tuesday morning, she said some tech analysts have assumed the move to the cloud would lead to a “winner take all” scenario, where one giant platform—Amazon Web Services?—ends up with all the business.

But she believes the IBM-Red Hat combination will be better able to serve big companies that have legacy systems and will inevitably end up using multiple cloud systems, combined with on-premise systems.

“You need a hybrid cloud. You can’t rebuild everything,” she said. Big companies are increasingly coming to the recognition that “hybrid cloud is not a temporary destination, it is the destination.”

For Red Hat, the tie-up with IBM allows it to reach more companies, and to move deeper into those firms.

“If you look at our revenue growth, it has accelerated since the acquisition was announced,” said Red Hat CEO Jim Whitehurst. "We are already seeing confidence from our customers in the power of this in the future.”

Rometty believes the combined power of IBM and Red Hat will empower what she calls “the incumbent disrupter”—big companies that can drive change in their industries, rather than be disrupted by tech challengers.

Whitehurst will become part of the IBM management team. Rometty has committed to allowing Red Hat to run independently.

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