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he's talking about amazon and other cloud providers classifying their money spent on infrastructure as capex, not their customers.
by iamacynic 9y ago
he's talking about amazon and other cloud providers classifying their money spent on infrastructure as capex, not their customers.
- QuinnyPig 9y agoAbsolutely-- but internally to these providers, the CapEx model doesn't cover what most people think it does. It's a very, very rough analog for infrastructure spend. GAAP is a fun thing to play with...