Capex
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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…
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Platformonomics TGIF #67: October 4, 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 News CAPEX: You Ain’t Seen Nothing Yet Jordan Novet at CNBC digs into Microsoft’s future CAPEX commitments in the form of finance leases (mostly for servers). Those…
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Platformonomics TGIF #64: September 13, 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 Friday the 13th edition! News Oracle’s Data Center Difficulties: FY25 Q1 Database vampire and cloud laggard Oracle reported earnings for Q1 this week. Wall Street likes the…