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Follow the CAPEX: Cloud Table Stakes 2020 Retrospective #bonkers platformonomics.com/2021/02/follow…
The three hypercloud companies – Amazon, Google, and Microsoft – collectively spent almost $97 billion on CAPEX in 2020
The reported numbers are the companies’ total CAPEX spend, not just cloud infrastructure, so includes land, office buildings, campus redevelopments, warehouses, panopticonvenience stores…
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