Microsoft
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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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Cloud Power Up
Tl;dr: The clouds should use their powers to help power the cloud. Atomically. CAPEX obsessives like myself have focused on the cloud’s vast agglomeration of compute, storage, and networking. But there is another, less appreciated infrastructure dimension: the cloud is in many ways as much about moving electrons as bits. Without a considerable and constant…
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Follow the CAPEX: Cloud Table Stakes 2021 Retrospective
Now is the season we gather to be awestruck by the immense CAPEX spending of the hypercloud companies (across all their businesses). Previous installments available for 2016, 2017, 2018, 2019, 2020 plus earlier/other CAPEX musings. The three companies with hyperclouds – Amazon, Google, and Microsoft – collectively spent over $124 billion on CAPEX in 2021,…