He sold zero IBM System Z mainframes to AWS.
He let thousands of IBM point of sale systems to be replaced with crap that can't buffer keystrokes - instead of modernizing the SDKs for those who know Linux and not AIX.
He bought RedHat, but not Digital Ocean so they had a cloud consumers trust.
He didn't win a serious contract with Facebook for kernel tuning. He didn't win a serious contract with AWS for AWS Linux 3.
He let COBOL and APL continue to die instead of funding modern tooling.