Amazon
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Follow the CAPEX: Cloud Table Stakes
The capital expenditures (CAPEX) going into the cloud are Sagan-esque, with billions upon billions being spent on sprawling complexes of interconnected datacenters scattered across the planet. The hyper-scale public cloud operators (Amazon Web Services, Google, Microsoft) operate BFGCs (big, uh, freakin’ global computers) at immense industrial scale, with townships of well-ventilated warehouses that collectively hold…
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Tweetstorm Digest: August 4, 2016
Some @charlesfitz reactions to the long-delayed Gartner Infrastructure as a Service Magic Quadrant plus bonus material: 1/ Gartner IaaS Magic Quadrant is finally out – probably the most important assessment of the cloud market. 2/ I yield to no one in making fun of Gartner but they do a really good job on this one.…
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Understanding Cloud Numbers
Tis earnings season, so cloud revenue and growth claims will fly fast and furious. The inability to compare vendors on an apples-to-apples basis can be frustrating. But by focusing on companies’ primary activities, and excluding their immaterial businesses, the sources of revenue for both the major hyperscale cloud providers and the remaining wannabes are easy…