Behind the trends in the AI hardware and data center investment supercycle of the trillion dollar tech hyperscalers
Great stuff Chris - wondering if you'd produce something similar for AWS, Azure and GCP if they have the figures available. Amazon investments in transport infrastructure is an orange between the Microsoft and Google digital services apples
It's very true some other stuff in that mix. I can't seem to find direct AWS capex #s but if I do will do this.
Great stuff Chris - wondering if you'd produce something similar for AWS, Azure and GCP if they have the figures available. Amazon investments in transport infrastructure is an orange between the Microsoft and Google digital services apples
It's very true some other stuff in that mix. I can't seem to find direct AWS capex #s but if I do will do this.