# Follow the CAPEX: Separating the Clowns from the Clouds – Platformonomics

<http://www.platformonomics.com/2018/05/follow-the-capex-separating-the-clowns-from-the-clouds/>

- Host: [platformonomics.com](https://links.thingelstad.xyz/hosts/platformonomics.com/)
- Saved: June 1, 2018 (2018-06-01T11:34:48Z)
- Record: https://links.thingelstad.xyz/links/84ce93bfed28/
- JSON: https://links.thingelstad.xyz/links/84ce93bfed28.json

## What Jamie wrote

Capital spending by cloud providers is a reasonably good metric for their growth and investment in the future.

> As I keep repeating, CAPEX is both a prerequisite to play in the big boy cloud and confirmation of customer success. Both IBM and Oracle are tens of billions of dollars in cloud infrastructure CAPEX behind Amazon, Google, and Microsoft.

The amount that major cloud providers spend on capital is amazing. This article looks at the next rung of cloud providers to see how they compare.

## Facts

- Kind: [Page](https://links.thingelstad.xyz/kinds/page/)

## Appears in

- [WT56: Weekly Thing #56 / Jun 2, 2018](https://weekly.thingelstad.com/archive/56/), Featured Links 🏅

## Same host

- [A Dispatch from Cloud City – State of the Union 2016 – Platformonomics](https://links.thingelstad.xyz/links/ecb144aa749d/) (platformonomics.com, January 15, 2016)
- [Platformonomics - Follow the CAPEX: The Clown Car Race Checkered Flag](https://links.thingelstad.xyz/links/74311c67d1c6/) (platformonomics.com, April 11, 2024)

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## Elsewhere

- Wayback Machine: https://web.archive.org/web/*/http://www.platformonomics.com/2018/05/follow-the-capex-separating-the-clowns-from-the-clouds/