Analysis: IBM and Oracle are tens of billions behind Amazon, Google, and Microsoft in CAPEX, and grow way slower in cloud infrastructure from a much lower base (Charles Fitzgerald/Platformonomics)

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Charles Fitzgerald / Platformonomics:
Analysis: IBM and Oracle are tens of billions behind Amazon, Google, and Microsoft in CAPEX, and grow way slower in cloud infrastructure from a much lower base  —  In previous installments (2017, 2018) of Follow the CAPEX™ (merch store opening soon!), we've looked at the capital expenditures behind …