The amount the hyperscalers spend on the public cloud is staggering. It requires a $100-billion+ buy-in to be considered a serious player. Today’s guest, Charles Fitzgerald, tracks hyperscaler CapEx spending each quarter on his Platformonomics blog. He parses earning reports to gain insight into who’s putting their money where their mouth is.
Charles recently published his annual 2022 retrospective on the cloud players. In this episode, we get his thoughts on the Big Three, the other guys, and the telco clouds. Click play to hear our conversation about:
Listen now by clicking play above or subscribe through your favorite podcast platform—see the links in the right column above. You can find the transcript for this episode here.
Links and Resources
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About Charles Fitzgerald
Charles Fitzgerald is a Seattle-based angel investor, with a focus on developer platforms and infrastructure. Previously, he spent 20+ years working on platform businesses at Microsoft and VMware. He can see the cloud from his house. Follow him on Twitter @charlesfitz.