Capex
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Oracle’s Data Center Difficulties: FY25 Q2
A quick clown CAPEX post since the Platformonomics TGIF weekly newsletter is done for the year. UPDATE: I got the spend number wrong. Oracle tries to make their CAPEX number look bigger by showing YTD or TTM numbers as opposed to the quarterly number. Despite making fun of them for this, I fell for it…
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Platformonomics TGIF #71: November 1, 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 It is CAPEX Week!!! Our quarterly celebration of the Big, the Small and the Negative. Soon to be a major motion picture! My Writing A Post About…
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Platformonomics TGIF #70: October 25, 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 It is definitely scary clown season. News ClownWatch™: IBM Reports Negative CAPEX IBM shatters the zero lower bound to retain their crown as the clowniest CAPEX clown…