July 21, 2018

infrastructure-as-a-service

capex-msft-goog-amzn-cloud-infrastructure-as-a-service

Infrastructure-as-a-Service Giants Own the Cloud with Lavish CapEx

Another day — another glitzy article about infrastructure-as-a-service from the Wall Street Journal. You may recall my skepticism about the sustainability of this business model last summer. Still, as 2016 numbers show, the capital expenditures of the top three cloud computing companies show no indication that they’re worried about going all in: Combined, Amazon, Microsoft […]