four big cloud companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 8, 2024 by Benedict Evans · across every show →
Everything said about four big cloud companies, oldest first
Dec 8, 2024 neutral
Evans: Top four cloud platforms will spend over $200B on data centers this year
“And we will build the five, four platform companies, four big cloud companies will spend something over two hundred billion dollars this year, which is up 80 or ninety billion dollars from last year on building data center.”