Amazon
-
Cloud Power Up
Tl;dr: The clouds should use their powers to help power the cloud. Atomically. CAPEX obsessives like myself have focused on the cloud’s vast agglomeration of compute, storage, and networking. But there is another, less appreciated infrastructure dimension: the cloud is in many ways as much about moving electrons as bits. Without a considerable and constant…
-
Follow the CAPEX: Cloud Table Stakes 2021 Retrospective
Now is the season we gather to be awestruck by the immense CAPEX spending of the hypercloud companies (across all their businesses). Previous installments available for 2016, 2017, 2018, 2019, 2020 plus earlier/other CAPEX musings. The three companies with hyperclouds – Amazon, Google, and Microsoft – collectively spent over $124 billion on CAPEX in 2021,…
-
Can Brian Hall Fix What Ails Google Cloud?
Google Cloud sits a distant third in the cloud wars (ignoring the Chinese cloud companies, which are pretty much irrelevant to Western markets as they face a Huawei-or-the-highway reckoning). With a cloud infrastructure business generally estimated to be between a quarter or a third the size of Microsoft Azure, which in turn is about half…