cloud capex

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 17, 2023 by Benedict Evans · across every show →

Everything said about cloud capex, oldest first

Dec 17, 2023 bullish
Prediction Held up
Evans: Google, AWS, and Microsoft Cloud Capex Will Near $100B in 2023
“Google AWS, Microsoft probably spent, will probably spend a hundred billion dollars on cloud capex this year.”
Benedict Evans Dec 17, 2023 ▶ 5:23 AI and Everything Else
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