Ep 88 – Cloud CAPEX: Not for the faint of wallet

This week’s guest

Charles Fitzgerald

Position Platformonomics LLC

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 paths are diverging [02:10];
  • How AI strategy is affecting CAPEX spending [05:47];
  • The last word on whether cloud repatriation is really a trend [11:36]; and
  • Why it’s time for “clown providers” like IBM and Oracle to ante up or get out of the big top [16:59].

Links and resources

Wanna talk public cloud? Telco execs, set up a meeting with our team to learn how to tap the immense business value it can bring.

Guest bio

Charles Fitzgerald is a Seattle-based angel investor, with a focus on developer platforms and infrastructure. Previously, he spent 20+ years working on platform businesses at Microsoft and VMware. He can see the cloud from his house.

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The Telco in 20 podcast won 2022 and 2023 MarComm Awards, a 2022 Gold Hermes Award, and was recognized as a Forrester Top 100 Channel Podcast and Feedspot Top 10 Telecom Podcast.  If you enjoy the podcast, would you leave us a short review? It takes you seconds to do in your app and it really makes a difference in helping to convince hard-to-get guests. And I love reading your feedback and reviews!

Podcast credits

  • Executive Producer and Host: Danielle Royston, TelcoDR
  • Senior Producer: Lindsay Grubb, TillCo Media
  • Editor/Marketing: Alisa Jenkins, Springboard Marketing
  • Editing: Andrew Condell
  • Associate Producer: Kriselda Dionisio
  • Music: Dyami Wilson

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