Cloud Computing
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Platformonomics Repatriation Index™ – Q4 2022: The Search Continues
Tl;dr: We’re going to need a bigger boat array of telescopes to find evidence of significant cloud repatriation Let’s belabor the great cloud repatriation movement just a little longer! The Platformonomics Repatriation Index™ is a quick and dirty heuristic that compares the revenue of the two biggest data centers operators with Amazon Web Services, the…
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Follow the CAPEX: Cloud Table Stakes 2022 Retrospective
Tl;dr: AMZN goes ex-#bonkers Previous installments from 2016, 2017, 2018, 2019, 2020, 2021 plus earlier/other CAPEX musings. Since we separated the clouds from the clowns, cloud capital expenditures (CAPEX) haven’t been a particularly interesting tell. Huge numbers but few omens. But ironically just as money gets more expensive with the end of the zero-interest rate-fueled…
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“Supercloud” RIP
Tl;dr: it is time to stick a fork in “supercloud” Reader Relevance: this is “super-super” niche The “supercloud” is entering year two in pursuit of a precise and useful definition. Year one was a free-form jazz odyssey of sorts, morphing from one nebulous notion to another. Beyond some vague sense of multi-cloud middleware, it remains…