
In previous installments (2017, 2018) of Follow the CAPEX™ (merch store opening soon!), we’ve looked at the capital expenditures behind the three hyper-scale public clouds. Now, we turn our attention to two vendors who often tell us they also belong in that group: IBM and Oracle. While I have written about their CAPEX spending before…

The 2018 geographic view of Gartner’s Cloud Infrastructure as a Service Magic Quadrant: Categories explained here. Previous installments: 2017, 2016, 2015

In our last installment of Follow the CAPEX™ (motion picture rights are still available), we looked at the gargantuan CAPEX spending by the three hyper-scale public cloud companies: Amazon, Google, and Microsoft. That previous post compiled CAPEX spending for the cloud leaders back to 2001 and let us speculate about when they got serious about…