Latest / Cloud Wars Live with Bob Evans
AWS, Microsoft, Google, Oracle Daily CapEx Spending Hits $1 Billion!
In today's Cloud Wars Minute, I look at how the four hyperscalers are now spending a billion dollars every day on CapEx to keep up with explosive AI demand.
Highlights
00:19 — The four hyperscalers — AWS, Microsoft, Google, and Oracle — are now spending, as of Q2, a combined billion dollars a day on CapEx to try to keep up with explosive AI demand. Here's where these numbers come from. And I will say here, I'm calling it Q2, but Oracle's quarter ended May 31.
01:00 — But these are very close for the four CapEx spending numbers for the four hyperscalers: AWS, $31.6 billion; Microsoft, about…
The skinny
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