Capex
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Follow the CAPEX: Digital Ocean
UPDATE: Tl;dr – Digital Ocean tried to make their CAPEX numbers look bigger than they are, which we have to respect. Digital Ocean’s S-1 is out and they use the word cloud 212 times, which definitely suggests they see themselves in the cloud business. Lets see how they stack up on my favorite dimension: CAPEX.…
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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…
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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…