Nvidia
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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…
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Platformonomics TGIF #19: August 25, 2023
New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure…