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Platformonomics TGIF #121: March 27, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Service has resumed. News UnfocusedAI Strategy Du Jour: “We’re an Enterprise Company!” To paraphrase Donald Rumsfeld, you go into the enterprise with the team you hired from…
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Platformonomics TGIF #41: February 23, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. News Follow the CAPEX: Triangulating NVIDIA I wrote a post about what we can learn from the intersection of NVIDIA’s revenue and hypercloud CAPEX spending. Previous: Follow the CAPEX: Triangulating NVIDIA, more…
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Follow the CAPEX: Triangulating NVIDIA
Previous CAPEX obsessing Lets compare NVIDIA’s Data Center segment revenue to the CAPEX spending of the hyperclouds (Amazon, Google, Microsoft, henceforth AGM) plus Meta over the last couple years (AGMM collectively). We’d like to know much of NVIDIA’s revenue is from the hyperclouds (and honorary hypercloud sidekick Meta) and how much of hypercloud CAPEX is…
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Platformonomics TGIF #40: February 16, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. News CAPEX Everywhere The Hamas data center under UN headquarters in Gaza had eight racks. In Oracle parlance, that is four regions. Previous: Follow the CAPEX: Keeping Up With The Clowns Cloud…
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Platformonomics TGIF #39: February 9, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. CAPEX Week is over! It is a huge step down, but on to the Superbowl! News Follow the CAPEX: Cloud Table Stakes 2023 Retrospective I published my annual look at hypercloud CAPEX…
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Follow the CAPEX: Cloud Table Stakes 2023 Retrospective
Tl;dr: Cloud CAPEX is once again both exciting and revealing! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022 plus earlier/other CAPEX musings. Capital expenditures (CAPEX) are old school. You acquire some abiding apparatus around which you build a business. It is the antithesis of the “asset light” avoidance of hard work or the financial…