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Analysis: in 2020, Amazon's capital expenditure grew 69% YoY to $54B, Microsoft's grew 14% YoY to $20.6B, and Google's declined over 5% YoY to $22.3B

Charles Fitzgerald / Platformonomics : Tweets: @fatrat , @jordannovet , @justincormack , and @kensan42 Tweets: Arthur Clune / @fatrat : This years “Follow the Capex” remains essential reading for understanding the cloud. AWS' spend is obscured by the sheer scale of everything else Amazon is doing, Azure continues to grow. And Oracle is still not a serious player. Or IBM. https://www.platformonomics.com/ ... https://twitter.com/... Jordan Novet / @jordannovet : this got me curious and i looked it up. Amazon had more capex in the most recent quarter than any other public company, at $14.8 billion, ex-property/equipment from finance leases & built-to-suit arrangements, per FactSet. for latest FY, only China Mobile & PetroChina had more https://twitter.com/... Justin Cormack / @justincormack : “Amazon is accelerating its spending and may soon achieve orbital escape velocity on the back of its CAPEX trajectory, rendering Jeff Bezos' personal space program unnecessary.” $54bn https://www.platformonomics.com/ ... Adrian Rueegsegger / @kensan42 : Amazon is on its way to spend more than the entire annual budget of Switzerland 🤯 Tell me again how you want to kickstart a European cloud provider and where exactly you get the budget of a country. https://twitter.com/...

Platformonomics Charles Fitzgerald

Discussion

  • @justincormack Justin Cormack on x
    “Amazon is accelerating its spending and may soon achieve orbital escape velocity on the back of its CAPEX trajectory, rendering Jeff Bezos' personal space program unnecessary.” $54bn https://www.platformonomics.com/ ...
  • @jordannovet Jordan Novet on x
    this got me curious and i looked it up. Amazon had more capex in the most recent quarter than any other public company, at $14.8 billion, ex-property/equipment from finance leases & built-to-suit arrangements, per FactSet. for latest FY, only China Mobile & PetroChina had more ht…
  • @fatrat Arthur Clune on x
    This years “Follow the Capex” remains essential reading for understanding the cloud. AWS' spend is obscured by the sheer scale of everything else Amazon is doing, Azure continues to grow. And Oracle is still not a serious player. Or IBM. https://www.platformonomics.com/ ... https…
  • @kensan42 Adrian Rueegsegger on x
    Amazon is on its way to spend more than the entire annual budget of Switzerland 🤯 Tell me again how you want to kickstart a European cloud provider and where exactly you get the budget of a country. https://twitter.com/...