Amazon, Google, and Microsoft reported a collective $1.1T backlog of cloud computing revenue in their latest quarterly earnings, including Microsoft's $625B
Sherwood News Jon Keegan
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Discussion
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@quinnypig.com
Corey Quinn
on bluesky
...and all but about twenty bucks of that is OpenAI. [embedded post]
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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…