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Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. ” These are two quotes about AWS on the Amazon earnings call. Follow along to stay up to date!

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Clouded Judgement 10.28.22

Clouded Judgement

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. The other piece is higher energy costs (to service their data centers). The economy grew 2.6%

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