Microsoft
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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…
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Follow the CAPEX: Triangulating NVIDIA
Previous CAPEX obsessing Lets compare NVIDIA’s Data Center segment revenue to the CAPEX spending of the hyperclouds (Amazon, Google, Microsoft, henceforth AGM) plus Meta over the last couple years (AGMM collectively). We’d like to know much of NVIDIA’s revenue is from the hyperclouds (and honorary hypercloud sidekick Meta) and how much of hypercloud CAPEX is…
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Follow the CAPEX: Cloud Table Stakes 2023 Retrospective
Tl;dr: Cloud CAPEX is once again both exciting and revealing! Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022 plus earlier/other CAPEX musings. Capital expenditures (CAPEX) are old school. You acquire some abiding apparatus around which you build a business. It is the antithesis of the “asset light” avoidance of hard work or the financial…