Amazon
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Platformonomics TGIF #85: March 28, 2025
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 Denial and delusion is our theme for the week. Data center demand. Google Cloud’s GPU offering. Oracle “security”. A European “hyperscaler”. Amazon branding. DOGE Porting Plans. Private…
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Platformonomics TGIF #84: March 14, 2025
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 Lots of database vampire and antitrust incoherence this week. No missive next week. News ClownWatch™: Oracle FY25 Q3 Database vampire, the x-axis of cloud CAPEX and most…
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Platformonomics TGIF #82: February 28, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Another week! CAPEX rules everything around me. Or maybe chaos. News CAPEX Clues: Microsoft’s “Couple Hundred Megawatts” Bit of a freakout this week over rumors Microsoft had delayed or cancelled a “couple…