Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update
Clouded Judgement
JULY 28, 2023
This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. What happened in 2021 is that phase 2 (expansion of usage) was turbo charged. The bars represent the YoY revenue growth, and the yellow line is the stock price. AWS reports next week.
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