Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads.
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CAPEX Everywhere
The Hamas data center under UN headquarters in Gaza had eight racks. In Oracle parlance, that is four regions.
Cloud Repatriation Where Art Thou?
With Q4 2023 numbers in, the Platformonomics Repatriation Index™ continues its decline (i.e. cloud prevails). This index’s construction is extremely favorable for cloud repatriation, yet we still don’t see it. Digital Realty Trust and Equinix should be huge beneficiaries from any cloud repatriation. Even when we include their “other revenue” and only compare them against AWS, the slowest growing cloud, we still don’t see any signs of repatriation. The data center companies’ 2024 guidance is for single digit growth, so they don’t seem to see it either.
They’re not getting any AI tailwind either, which is a topic for another week, but here’s a glimpse of the future:
Data centers are not the salvation for the beleaguered commercial real estate market, even if that is the superficial conventional wisdom amongst investors.
SEC Embraces Platformonomics ClownWatch™, Warns Amazon and IBM
Media Wants More Sources Revealed
The never-ending hypocrisy in media coverage of technology never fails to entertain.
Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: DC Lobbyists
They’re registered foreign agents, which is even worse. Aid and Comfort.
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Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Elon/Twitter
Elon is a very compromised geopolitical actor.
Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: The Hugo Awards
Western self-censorship on behalf of West Taiwan is such a bad look. Yet pervasive.