Amazon
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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,…
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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…
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Follow the CAPEX: Cloud Table Stakes 2019 Edition
“CAPEX rules everything around me…” Coming from a very asset-light software background (“You get a new laptop! You get a new laptop!”), I was enthralled by the very different set of skills and materials necessary to combine with software to build large scale data centers in the early 2000s. That fascination turned into an early…