"It is mighty expensive to be a software company in the cloud age and the hyper-scale clouds show no signs of slowing down their infrastructure investments. All three companies registered all time highs for CAPEX spending in 2017. It is important to note that none of these companies break out their specific cloud infrastructure investments and all of them spend significant CAPEX on things beyond cloud infrastructure, particularly Amazon where the list is almost endless, so these are gross but directionally interesting numbers.Follow the CAPEX: Cloud Table Stakes 2017 Edition – Platformonomics
In 2017, Amazon spent $19.7 billion, Google $13.2 billion, and Microsoft $11.4 billion on CAPEX (including capital leases for both Amazon and Microsoft). Those are year-over-year increases of 58%, 29%, and 12% respectively."
Monday, April 09, 2018
Follow the CAPEX: Cloud Table Stakes 2017 Edition – Platformonomics
From the latest Platformonomics cloud competitor roundup