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Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B

APPLE OF ANOTHER'S AI  —  2H

Sherwood News Jon Keegan

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  • @handle.invalid Jon Keegan on bluesky
    AI cloud computing demand is white-hot.  —  Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations), that they can't fulfill yet.  —  Collectively, the big three cloud providers reported a $1.1 TRILLION backlog of revenue.  —  s…
  • @quinnypig.com Corey Quinn on bluesky
    ...and all but about twenty bucks of that is OpenAI.  [embedded post]