Talking with @thectoadvisor.com this morning about how hyperscalers are all reporting they are out of capacity and are now sinking a combined $255 billion into cloud capex this year alone:
$100B - Amazon
$80B - Microsoft
$75B - Google
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$100B - Amazon
$80B - Microsoft
$75B - Google
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Yet sober folks like David Linthicum say the demand is not holding up.
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Time + the markets will tell us shortly.
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