Equinix
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Platformonomics TGIF #49: April 26, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Busy week with first quarter earnings reports — lots of CAPEX!!! My Writings European Union Designated an Advanced Persistent Threat Previous: BREAKING: European Union Designated an Advanced Persistent Threat News Q1 CAPEX…
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Platformonomics TGIF #40: February 16, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. News CAPEX Everywhere The Hamas data center under UN headquarters in Gaza had eight racks. In Oracle parlance, that is four regions. Previous: Follow the CAPEX: Keeping Up With The Clowns Cloud…
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Platformonomics Repatriation Index™ – Q1 2023: Surf’s Up?
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…