Aws
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Platformonomics TGIF #58: July 19, 2024
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 You are only young once, but you can stay immature indefinitely.— Ogden Nash I may have found my personal credo! News Not Available in Europe: A Tipping…
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Platformonomics TGIF #51: May 24, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. It has been three weeks and a lot has happened — let’s fire this thing up again! News NVIDIA Earnings: Civilization Endures At least for another quarter… We will wait for their…
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Follow the CAPEX: Triangulating NVIDIA
Previous CAPEX obsessing Lets compare NVIDIA’s Data Center segment revenue to the CAPEX spending of the hyperclouds (Amazon, Google, Microsoft, henceforth AGM) plus Meta over the last couple years (AGMM collectively). We’d like to know much of NVIDIA’s revenue is from the hyperclouds (and honorary hypercloud sidekick Meta) and how much of hypercloud CAPEX is…