Extensive and insightful cloud competitive landscape analysis by Charles Fitzgerald; also see How Many Data Centers Needed World-Wide by AWS Distinguished Engineer James Hamilton
"The capital expenditures (CAPEX) going into the cloud are Sagan-esque, with billions upon billions being spent on sprawling complexes of interconnected datacenters scattered across the planet. The hyper-scale public cloud operators (Amazon Web Services, Google, Microsoft) operate BFGCs (big, uh, freakin’ global computers) at immense industrial scale, with townships of well-ventilated warehouses that collectively hold millions of servers, connected by their own transoceanic cables."Follow the CAPEX: Cloud Table Stakes – Platformonomics
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