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>That's just $10b a year for 15 years, fairly conservative I'd say. Reposting what I wrote over the years [1] ( 11 months ago ) It was only about a year or so
by ksec 3y ago
>That's just $10b a year for 15 years, fairly conservative I'd say.
Reposting what I wrote over the years
[1] ( 11 months ago ) It was only about a year or so AWS was expanding as fast as they could. Bringing up new Datacenter per week. Getting Graviton 2 Wafer from TSMC whenever extra capacity are available on top of their orders. And they dont see any end of expansion in sight. Now it seems all the demand are suddenly gone.
[2] ( ~ 2 years ago )
>Amazon said Thursday that revenue growth in its cloud-computing unit slowed in the third quarter to 27.5%.
27.5%. It is lower that their previous 33% over the past few years, but at the current size of AWS growing 27.5% is still ridiculously good. To put this in perspective, if AWS continues to grow at 33% in 2022 and 2023. Then the whole 2023 33% growth alone, would equal to the size of the entire AWS in 2018. It is not the first time Amazon said they are limited by how fast they are building out Datacenter and getting hardware resources ready.
It will be interesting to see further details given out in AWS re:Invent 2022. Especially on Graviton roadmap.
It is interesting we have a huge increase in compute density in the past 2 years and upcoming 3-5 years. Where a single socket CPU could have 160 Core 320 Thread. and more. Retrofitting older DC with these type of density will simply increase AWS total compute by 2-3x minimum. At the scale of current AWS. Continue to spend money building DC is pretty impressive in my book.
[1] https://news.ycombinator.com/item?id=35753169 https://news.ycombinator.com/item?id=35753169
[2] https://news.ycombinator.com/item?id=33384628 https://news.ycombinator.com/item?id=33384628