Capex
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Follow the CAPEX: Keeping Up With The Clowns
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 Tl;dr: IBM is the Generalissimo Francisco Franco of cloud: still dead. Like the beleaguered consumer in these inflationary times, Oracle is spending more while falling ever further behind. A Trump Cloud? The opposite of a cloud is a clown. We know this because CAPEX doesn’t lie. Let’s pay another…
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Follow the CAPEX: Cloud Table Stakes 2021 Retrospective
Now is the season we gather to be awestruck by the immense CAPEX spending of the hypercloud companies (across all their businesses). Previous installments available for 2016, 2017, 2018, 2019, 2020 plus earlier/other CAPEX musings. The three companies with hyperclouds – Amazon, Google, and Microsoft – collectively spent over $124 billion on CAPEX in 2021,…
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Follow the CAPEX: Oracle FY21 Q3 Update
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 Oracle announced Q3 earnings yesterday, and talked up their CAPEX spending. This post pulls together for posterity some of my Twitter reactions and provides another exciting installment of CAPEX Clown Watch. Oracle spent $1.85 billion on CAPEX over the previous twelve months (by obscuring the quarterly number, they must…