Oracle

  • Follow the CAPEX: Clown Watch

    Follow the CAPEX: Clown Watch

    “Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 There are hyperclouds and there are hyperclowns. Hyperclouds have globe-spanning infrastructure upon which they lavish many billions of dollars every year. Hyperclowns pursue a far more asset-light approach to the same problem, but try to compensate with hot air. It has been just over two years since we last…

  • The Cloud is Not Flat – 2019 Edition

    The Cloud is Not Flat – 2019 Edition

    The 2019 geographic view of Gartner’s Cloud Infrastructure as a Service Magic Quadrant: Previous geographic locales Seattle, Lesser Seattle, and Nichelandia remain unchanged. A new locale, Next Generation Hybrid Cloud Multicloud Fantasy Island, has been added to reflect IBM’s cloud strategy de jour. Previous installments: 2018, 2017, 2016, 2015

  • Follow the CAPEX: Separating the Clowns from the Clouds

    Follow the CAPEX: Separating the Clowns from the Clouds

    In previous installments (2017, 2018) of Follow the CAPEX™ (merch store opening soon!), we’ve looked at the capital expenditures behind the three hyper-scale public clouds. Now, we turn our attention to two vendors who often tell us they also belong in that group: IBM and Oracle. While I have written about their CAPEX spending before…

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