
“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…

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,…

Tl:dr We have reached agreement that “supercloud” is not a thing. A note on reader relevance: this series of posts is extremely niche and getting nichier. But consider staying for the gratuitous IBM joke. Just when we thought we were done with the “supercloud”, it has crept back into our lives. Like Rasputin. “Supercloud becomes…