Capex
-
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…
-
Follow the CAPEX: Clown Watch
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 There are hyperclouds and there are hyperclowns. Hyperclouds have globe-spanning infrastructure upon which they lavish many billions of dollars every year. Hyperclowns pursue a far more asset-light approach to the same problem, but try to compensate with hot air. It has been just over two years since we last…
-
Follow the CAPEX: Cloud Table Stakes 2019 Edition
“CAPEX rules everything around me…” Coming from a very asset-light software background (“You get a new laptop! You get a new laptop!”), I was enthralled by the very different set of skills and materials necessary to combine with software to build large scale data centers in the early 2000s. That fascination turned into an early…