cloud computing

October 17, 2017

Edge Computing and the Death of Cloud: Nonsense

You don’t have to look very far to see pronouncements that cloud computing is giving way to the next big thing in computing: the edge. Venture […]
November 3, 2017

AMG Q317 Cloud Financials Foretell Disruption

The big three cloud providers (Amazon, Microsoft, and Google, aka AMG) announced their Q3 numbers last week, and, as the saying goes, the box office was […]
February 4, 2018

AMG Crush Their Q417 Cloud Numbers

The big three announced their quarterly results over the past few days. Last quarter I said, using movie lingo, that the numbers were boffo box office. […]
March 13, 2018

AMG 2017 Capex: The Big Get Bigger

My recent analysis of Q4 2017 AMG revenues limned a single message: AMG are killing it. As the saying goes, you’ve got to spend money to […]