Microsoft
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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 #45: March 29, 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. The last two weeks have been eventful, so we have a lot to cover after my absence. Buckle up! News Amazon CAPEX Plans Bloomberg looks at cloud CAPEX and the accompanying “mad…
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Platformonomics TGIF #43: March 8, 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. Short edition this week, despite the insanity. But Clown Week cometh! (Think Shark Week for CAPEX obsessives). News Behold the Nuclear Cloud Previous: Cloud Power Up, Nuclear Powered Cloud Data Centers Are…