Aws
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Platformonomics Repatriation Index™ – Q4 2022: The Search Continues
Tl;dr: We’re going to need a bigger boat array of telescopes to find evidence of significant cloud repatriation Let’s belabor the great cloud repatriation movement just a little longer! The Platformonomics Repatriation Index™ is a quick and dirty heuristic that compares the revenue of the two biggest data centers operators with Amazon Web Services, the…
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The Cloudless Cloud Company
So, “superclouds”, eh? The term seems to have been coined by SiliconAngle, almost as an aside, in a subtitle, accompanied by the briefest of definitions: A new cloud architecture takes shape: “superclouds” Today, any company can have a fully built-out platform in the cloud. Venture capitalist Jerry Chen of Greylock Partners calls this phenomenon “castles…
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Follow the CAPEX: Cloud Table Stakes 2020 Retrospective
It is time for our annual bulletin to CAPEX obsessives (previous updates from 2016, 2017, 2018, 2019 as well as earlier installments). The hashtag for CAPEX 2020 is “#bonkers”. The three hypercloud companies – Amazon, Google, and Microsoft – collectively spent almost $97 billion on CAPEX in 2020, up 32% from 2019’s $73.5 billion. Amazon…