Amazon
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Follow the CAPEX: Cloud Table Stakes 2018 Edition
After recently receiving a non-ironic lecture on Twitter that CAPEX investment is the best tell for cloud competitiveness, I’m starting to think Follow the CAPEX™ is building a following. Beyond the circular wisdom of Twitter, awareness is growing of the importance of CAPEX as both a leading indicator of the ability to compete at hyper-scale…
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Follow the CAPEX: Cloud Table Stakes 2017 Edition
In our last installment of Follow the CAPEX™ (motion picture rights are still available), we looked at the gargantuan CAPEX spending by the three hyper-scale public cloud companies: Amazon, Google, and Microsoft. That previous post compiled CAPEX spending for the cloud leaders back to 2001 and let us speculate about when they got serious about…
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The Cloud is Not Flat
I am late to updating the geographic view of Gartner’s Cloud Infrastructure as a Service Magic Quadrant. Here is the update for 2017 (see 2016, 2015): Commentary: 1\ The Seattle region (aka the Leaders quadrant) is unchanged. This supermassive region may turn into a black hole, warp the space-time continuum, and consume most of the…