Shows
Telco in 20Ep 110 - Hyperscaler CapEx is going nuclear (Charles Fitzgerald)The Big Three hyperscalers each hit an all-time high in CapEx spending in 2024, collectively investing almost $200 billion. For this episode, I speak with Charles Fitzgerald, managing director at Platformonomics, whose annual "Follow the CAPEX" report tracks the cloud providers’ spending. He pulls back the curtain on what’s driving investments, how AI and nuclear power are coming into play, and whether telcos have what it takes to sell AI workload capacity at the edge. Listen now to hear:What happened with hyperscaler CapEx spending in 2024 [02:49];Insights into the Stargate project, which aims to boost AI infrastructure and know-how in t...
2025-03-0419 minTelco in 20Ep 88 - Cloud CAPEX: Not for the faint of wallet (Charles Fitzgerald)If you’re partnering with one or more of the hyperscalers, their roadmap is your roadmap. It’s important to know where they’re steering their ships, and a great way to gain insight into this is to follow their CAPEX spending. For this episode, I talk with Charles Fitzgerald, managing director at Platformonomics. His annual Follow the CAPEX report tracks spending by the Big 3 hyperscalers—Amazon Web Services (AWS), Microsoft Azure, and Google Cloud—and includes crystal-ball insights into their strategic plans and priorities. Listen now to hear: How the hyperscalers spent money in 2023 and how their pa...
2024-04-0221 minTelco in 20Ep 63 - Ante up to be a public cloud contender (Charles Fitzgerald)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: Why he started tracking the hyperscaler CapEx [01:57];How the...
2023-04-0423 min