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Platformonomics TGIF #41: February 23, 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. News Follow the CAPEX: Triangulating NVIDIA I wrote a post about what we can learn from the intersection of NVIDIA’s revenue and hypercloud CAPEX spending. Previous: Follow the CAPEX: Triangulating NVIDIA, more…
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Platformonomics TGIF #40: February 16, 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. News CAPEX Everywhere The Hamas data center under UN headquarters in Gaza had eight racks. In Oracle parlance, that is four regions. Previous: Follow the CAPEX: Keeping Up With The Clowns Cloud…
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Platformonomics TGIF #39: February 9, 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. CAPEX Week is over! It is a huge step down, but on to the Superbowl! News Follow the CAPEX: Cloud Table Stakes 2023 Retrospective I published my annual look at hypercloud CAPEX…