I'd say they have the leading household name and a good amount of marketing behind it, but I don't see any of their offerings as superior to Google's, and AWS is catching up quickly.
Perhaps not superior, but they're there and have the capacity to compete, which is more than can be said for basically everyone else. If voice and natural language processing truly are the future then I wouldn't think IBM would be a bad bet. But then again I don't own a massive chunk of IBM and am reliant on public info. So perhaps they're less competitive than it appears. I suppose they have roughly the same problem Apple has with a general lack of information (or willingness to use said information) about their customers.
