For the first time in almost three years, the datacenter denizens grew faster than AWS, resulting in a modest tick back in their favor on the closely watched Platformonomics Repatriation Index™. The PRI™ is a quick and dirty heuristic (people give me grief that it is “not a valid index” of the entire datacenter industry…
Twitter was extra flaky today (half these Tweets took minutes to appear) and threading messed up (probably my fault), so reprising here: The Information ventures into the single most exciting technology topic today: Cloud CAPEX /1 But the headline is odd: “AI Push Drives Up Capex for Meta, Alphabet and Microsoft”. Despite putting Alphabet into…