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Platformonomics TGIF #85: March 28, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Denial and delusion is our theme for the week. Data center demand. Google Cloud’s GPU offering. Oracle “security”. A European “hyperscaler”. Amazon branding. DOGE Porting Plans. Private…
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Platformonomics TGIF #82: February 28, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Another week! CAPEX rules everything around me. Or maybe chaos. News CAPEX Clues: Microsoft’s “Couple Hundred Megawatts” Bit of a freakout this week over rumors Microsoft had delayed or cancelled a “couple…
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Platformonomics TGIF #80: February 14, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Our annual CAPEX festivities have drawn to a close. Another great year! My Writing Follow the CAPEX: Cloud Table Stakes 2024 Retrospective My annual analysis of Biggest…