Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview
Clouded Judgement
OCTOBER 20, 2023
Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. And while we’re definitely in the early stages on an important technology transformation and supercycle, headwinds around cloud optimizations might not have abated as much as anticipated by now.
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