Capex
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Platformonomics TGIF #78: January 31, 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 We have some early CAPEX returns! The full 2024 retrospective for CAPEX obsessives will follow after we get Amazon and Google numbers. News Meta CAPEX – Q4…
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Platformonomics TGIF #77: January 24, 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 I skipped last week’s newsletter as all I had were typical EU inanities. Instead I got two standalone posts done. We’re busy girding up for the most…
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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…