Capital spending soars in the cloud as Microsoft, Google, and others bet big on AI demand
GeekWire
APRIL 30, 2024
were the first to be powered by the company’s Azure Cobalt 100 CPU, as part of a broader cloud infrastructure buildout. The Seattle angel investor and tech veteran has made a tradition of tracking capital expenditures on his blog, Platformonomics , to “separate the clouds from the clowns,” as he puts it.
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