Record · corpus.blog/posts/01a0bde5-837e-7106-9e02-3710ac29b583

Follow the CAPEX: Cloud Table Stakes 2024 Retrospective

platformonomics.com · published 14 February 2025

A record is what was published and who pointed at it. The text of the post is not held here: read it at the source, or at its Wayback capture.

Read the post at platformonomics.com Wayback capture

1blogs citing

First cited: 25 Oct 2025
Most recent: 25 Oct 2025
Rank this month: not ranked
External links: 8
Words captured: 1,884

Cited by

Blog

In the post

Date

Martin Alderson

Are we really repeating the telecoms crash with AI datacenters? Read at the source ↗

25 Oct 2025

Links from this post

Link

Host

https://www.extremetech.com/extreme/180682-google-x-admits-its-working-on-a-space-elevator-teleportation-hoverboards

extremetech.com

https://www.fool.com/earnings/call-transcripts/2025/02/06/amazoncom-amzn-q4-2024-earnings-call-transcript/

fool.com

https://view.officeapps.live.com/op/view.aspx?src=https://microsoft.com/en-us/investor/earnings/FY-2025-Q2/Document/DownloadDocument/73/TranscriptQandAFY25q2.docx

view.officeapps.live.com

https://blogs.microsoft.com/on-the-issues/2025/01/03/the-golden-opportunity-for-american-ai/

blogs.microsoft.com

https://www.cnbc.com/2023/06/01/microsoft-inks-deal-with-coreweave-to-meet-openai-cloud-demand.html

cnbc.com

https://lambdalabs.com/about

lambdalabs.com

https://www.theregister.com/2023/11/07/bing_gpu_oracle/

theregister.com

https://x.com/ns123abc/status/1889469451554181240

x.com

Elsewhere on platformonomics.com (18)

https://www.platformonomics.com/www.platformonomics.com/2017/04/follow-the-capex-cloud-table-stakes/

platformonomics.com

https://www.platformonomics.com/2018/04/follow-the-capex-cloud-table-stakes-2017-edition/

platformonomics.com

https://www.platformonomics.com/2019/02/follow-the-capex-cloud-table-stakes-2018-edition/

platformonomics.com

https://www.platformonomics.com/2020/02/follow-the-capex-cloud-table-stakes-2019-edition/

platformonomics.com

https://www.platformonomics.com/2021/02/follow-the-capex-cloud-table-stakes-2020-retrospective/

platformonomics.com

https://www.platformonomics.com/2022/02/follow-the-capex-cloud-table-stakes-2021-retrospective/

platformonomics.com

https://platformonomics.com/2023/02/follow-the-capex-cloud-table-stakes-2022-retrospective/

platformonomics.com

https://platformonomics.com/2024/02/follow-the-capex-cloud-table-stakes-2023-retrospective/

platformonomics.com

https://www.platformonomics.com/tag/capex/

platformonomics.com

https://platformonomics.com/?post_type=post&p=16050

platformonomics.com

Follow the CAPEX: The Clown Car Race Checkered Flag Read at the source ↗

platformonomics.com

https://platformonomics.com/platformonomics-clownwatch/

platformonomics.com

https://platformonomics.com/cloud-reactor-tracker/

platformonomics.com

Why Can’t Oracle Build Data Centers? Read at the source ↗

platformonomics.com

Platformonomics TGIF #77: January 24, 2025 Read at the source ↗

platformonomics.com

https://platformonomics.com/2023/10/platformonomics-tgif-27-october-20-2023/

platformonomics.com

https://www.platformonomics.com/2023/04/platformonomics-tgif-1-april-7-2023/

platformonomics.com

https://platformonomics.com/2023/05/platformonomics-tgif-8-may-26-2023/

platformonomics.com